Smith Salley Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.07M | Buy |
13,059
+442
| +4% | +$172K | 0.29% | 62 |
|
|
2025
Q1 | $4.16M | Buy |
12,617
+4,093
| +48% | +$1.35M | 0.27% | 67 |
|
|
2024
Q4 | $3.09M | Sell |
8,524
-20
| -0.2% | -$7.26K | 0.2% | 79 |
|
|
2024
Q3 | $3.34M | Sell |
8,544
-132
| -2% | -$51.6K | 0.22% | 77 |
|
|
2024
Q2 | $2.89M | Buy |
8,676
+399
| +5% | +$133K | 0.21% | 79 |
|
|
2024
Q1 | $3.03M | Sell |
8,277
-395
| -5% | -$145K | 0.24% | 75 |
|
|
2023
Q4 | $2.56M | Sell |
8,672
-1,084
| -11% | -$320K | 0.17% | 95 |
|
|
2023
Q3 | $2.66M | Sell |
9,756
-105
| -1% | -$28.7K | 0.2% | 84 |
|
|
2023
Q2 | $2.43M | Buy |
9,861
+1,055
| +12% | +$260K | 0.18% | 89 |
|
|
2023
Q1 | $2.02M | Buy |
8,806
+165
| +2% | +$37.8K | 0.16% | 101 |
|
|
2022
Q4 | $2.07M | Sell |
8,641
-53
| -0.6% | -$12.7K | 0.18% | 95 |
|
|
2022
Q3 | $1.43M | Buy |
8,694
+92
| +1% | +$15.1K | 0.13% | 112 |
|
|
2022
Q2 | $1.54M | Hold |
8,602
| – | – | 0.13% | 114 |
|
|
2022
Q1 | $1.92M | Sell |
8,602
-1,000
| -10% | -$223K | 0.14% | 108 |
|
|
2021
Q4 | $1.99M | Buy |
9,602
+1,018
| +12% | +$210K | 0.14% | 113 |
|
|
2021
Q3 | $1.65M | Buy |
8,584
+1
| +0% | +$192 | 0.13% | 115 |
|
|
2021
Q2 | $1.87M | Buy |
8,583
+1,039
| +14% | +$226K | 0.15% | 103 |
|
|
2021
Q1 | $1.75M | Buy |
7,544
+174
| +2% | +$40.3K | 0.16% | 94 |
|
|
2020
Q4 | $1.34M | Buy |
7,370
+6
| +0.1% | +$1.09K | 0.14% | 103 |
|
|
2020
Q3 | $1.1M | Buy |
7,364
+1
| +0% | +$149 | 0.13% | 100 |
|
|
2020
Q2 | $931K | Sell |
7,363
-39
| -0.5% | -$4.93K | 0.12% | 103 |
|
|
2020
Q1 | $859K | Hold |
7,402
| – | – | 0.14% | 98 |
|
|
2019
Q4 | $1.09M | Buy |
7,402
+1
| +0% | +$148 | 0.14% | 101 |
|
|
2019
Q3 | $935K | Hold |
7,401
| – | – | 0.13% | 99 |
|
|
2019
Q2 | $1.01M | Buy |
7,401
+154
| +2% | +$21K | 0.15% | 95 |
|
|
2019
Q1 | $982K | Sell |
7,247
-48
| -0.7% | -$6.5K | 0.16% | 97 |
|
|
2018
Q4 | $927K | Sell |
7,295
-11
| -0.2% | -$1.4K | 0.17% | 93 |
|
|
2018
Q3 | $1.11M | Buy |
7,306
+80
| +1% | +$12.2K | 0.18% | 93 |
|
|
2018
Q2 | $980K | Buy |
7,226
+4
| +0.1% | +$542 | 0.17% | 93 |
|
|
2018
Q1 | $1.06M | Sell |
7,222
-69
| -0.9% | -$10.2K | 0.19% | 92 |
|
|
2017
Q4 | $1.15M | Buy |
7,291
+1
| +0% | +$158 | 0.21% | 92 |
|
|
2017
Q3 | $909K | Buy |
7,290
+150
| +2% | +$18.7K | 0.17% | 101 |
|
|
2017
Q2 | $767K | Hold |
7,140
| – | – | 0.15% | 104 |
|
|
2017
Q1 | $662K | Hold |
7,140
| – | – | 0.14% | 103 |
|
|
2016
Q4 | $662K | Hold |
7,140
| – | – | 0.14% | 105 |
|
|
2016
Q3 | $634K | Hold |
7,140
| – | – | 0.14% | 102 |
|
|
2016
Q2 | $541K | Hold |
7,140
| – | – | 0.13% | 112 |
|
|
2016
Q1 | $546K | Sell |
7,140
-429
| -6% | -$32.8K | 0.14% | 109 |
|
|
2015
Q4 | $514K | Sell |
7,569
-346
| -4% | -$23.5K | 0.13% | 116 |
|
|
2015
Q3 | $517K | Sell |
7,915
-30,828
| -80% | -$2.01M | 0.14% | 112 |
|
|
2015
Q2 | $3.29M | Buy |
38,743
+654
| +2% | +$55.5K | 0.84% | 42 |
|
|
2015
Q1 | $3.05M | Buy |
38,089
+3,307
| +10% | +$265K | 0.78% | 46 |
|
|
2014
Q4 | $3.18M | Buy |
34,782
+4,410
| +15% | +$404K | 0.83% | 44 |
|
|
2014
Q3 | $3.01M | Buy |
30,372
+874
| +3% | +$86.5K | 0.8% | 44 |
|
|
2014
Q2 | $3.21M | Buy |
29,498
+6,344
| +27% | +$690K | 0.86% | 39 |
|
|
2014
Q1 | $2.3M | Sell |
23,154
-77
| -0.3% | -$7.65K | 1.44% | 26 |
|
|
2013
Q4 | $2.11M | Buy |
23,231
+224
| +1% | +$20.3K | 1.38% | 34 |
|
|
2013
Q3 | $1.92M | Sell |
23,007
-186
| -0.8% | -$15.5K | 1.55% | 29 |
|
|
2013
Q2 | $1.91M | Buy |
+23,193
| New | +$1.91M | 1.54% | 27 |
|