Smith Salley Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.3M | Buy |
17,377
+1,509
| +10% | +$1.05M | 0.62% | 46 |
|
|
2025
Q4 | $9.09M | Buy |
15,868
+605
| +4% | +$336K | 0.45% | 57 |
|
|
2025
Q3 | $7.28M | Buy |
15,263
+2,204
| +17% | +$941K | 0.37% | 56 |
|
|
2025
Q2 | $5.07M | Buy |
13,059
+442
| +4% | +$147K | 0.29% | 62 |
|
|
2025
Q1 | $4.16M | Buy |
12,617
+4,093
| +48% | +$1.46M | 0.27% | 67 |
|
|
2024
Q4 | $3.09M | Sell |
8,524
-20
| -0.2% | -$7.76K | 0.2% | 79 |
|
|
2024
Q3 | $3.34M | Sell |
8,544
-132
| -2% | -$45.6K | 0.22% | 77 |
|
|
2024
Q2 | $2.89M | Buy |
8,676
+399
| +5% | +$138K | 0.21% | 79 |
|
|
2024
Q1 | $3.03M | Sell |
8,277
-395
| -5% | -$126K | 0.24% | 75 |
|
|
2023
Q4 | $2.56M | Sell |
8,672
-1,084
| -11% | -$281K | 0.17% | 95 |
|
|
2023
Q3 | $2.66M | Sell |
9,756
-105
| -1% | -$28.5K | 0.2% | 84 |
|
|
2023
Q2 | $2.43M | Buy |
9,861
+1,055
| +12% | +$235K | 0.18% | 89 |
|
|
2023
Q1 | $2.02M | Buy |
8,806
+165
| +2% | +$39.9K | 0.16% | 101 |
|
|
2022
Q4 | $2.07M | Sell |
8,641
-53
| -0.6% | -$11.5K | 0.18% | 95 |
|
|
2022
Q3 | $1.43M | Buy |
8,694
+92
| +1% | +$16.8K | 0.13% | 112 |
|
|
2022
Q2 | $1.54M | Hold |
8,602
| – | – | 0.13% | 114 |
|
|
2022
Q1 | $1.92M | Sell |
8,602
-1,000
| -10% | -$210K | 0.14% | 108 |
|
|
2021
Q4 | $1.99M | Buy |
9,602
+1,018
| +12% | +$205K | 0.14% | 113 |
|
|
2021
Q3 | $1.65M | Buy |
8,584
+1
| +0% | +$208 | 0.13% | 115 |
|
|
2021
Q2 | $1.87M | Buy |
8,583
+1,039
| +14% | +$240K | 0.15% | 103 |
|
|
2021
Q1 | $1.75M | Buy |
7,544
+174
| +2% | +$36K | 0.16% | 94 |
|
|
2020
Q4 | $1.34M | Buy |
7,370
+6
| +0.1% | +$1.02K | 0.14% | 103 |
|
|
2020
Q3 | $1.1M | Buy |
7,364
+1
| +0% | +$140 | 0.13% | 100 |
|
|
2020
Q2 | $931K | Sell |
7,363
-39
| -0.5% | -$4.62K | 0.12% | 103 |
|
|
2020
Q1 | $859K | Hold |
7,402
| – | – | 0.14% | 98 |
|
|
2019
Q4 | $1.09M | Buy |
7,402
+1
| +0% | +$140 | 0.14% | 101 |
|
|
2019
Q3 | $935K | Hold |
7,401
| – | – | 0.13% | 99 |
|
|
2019
Q2 | $1.01M | Buy |
7,401
+154
| +2% | +$20.3K | 0.15% | 95 |
|
|
2019
Q1 | $982K | Sell |
7,247
-48
| -0.7% | -$6.38K | 0.16% | 97 |
|
|
2018
Q4 | $927K | Sell |
7,295
-11
| -0.2% | -$1.43K | 0.17% | 93 |
|
|
2018
Q3 | $1.11M | Buy |
7,306
+80
| +1% | +$11.3K | 0.18% | 93 |
|
|
2018
Q2 | $980K | Buy |
7,226
+4
| +0.1% | +$598 | 0.17% | 93 |
|
|
2018
Q1 | $1.06M | Sell |
7,222
-69
| -0.9% | -$10.9K | 0.19% | 92 |
|
|
2017
Q4 | $1.15M | Buy |
7,291
+1
| +0% | +$139 | 0.21% | 92 |
|
|
2017
Q3 | $909K | Buy |
7,290
+150
| +2% | +$17.3K | 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% | -$28.8K | 0.14% | 109 |
|
|
2015
Q4 | $514K | Sell |
7,569
-346
| -4% | -$24.2K | 0.13% | 116 |
|
|
2015
Q3 | $517K | Sell |
7,915
-30,828
| -80% | -$2.36M | 0.14% | 112 |
|
|
2015
Q2 | $3.29M | Buy |
38,743
+654
| +2% | +$56.2K | 0.84% | 42 |
|
|
2015
Q1 | $3.05M | Buy |
38,089
+3,307
| +10% | +$275K | 0.78% | 46 |
|
|
2014
Q4 | $3.18M | Buy |
34,782
+4,410
| +15% | +$429K | 0.83% | 44 |
|
|
2014
Q3 | $3.01M | Buy |
30,372
+874
| +3% | +$92.7K | 0.8% | 44 |
|
|
2014
Q2 | $3.21M | Buy |
29,498
+6,344
| +27% | +$666K | 0.86% | 39 |
|
|
2014
Q1 | $2.3M | Sell |
23,154
-77
| -0.3% | -$7.26K | 1.44% | 26 |
|
|
2013
Q4 | $2.11M | Buy |
23,231
+224
| +1% | +$19.1K | 1.38% | 34 |
|
|
2013
Q3 | $1.92M | Sell |
23,007
-186
| -0.8% | -$15.7K | 1.55% | 29 |
|
|
2013
Q2 | $1.91M | Buy |
+23,193
| New | +$1.97M | 1.54% | 27 |
|
Other funds holding CAT
VCM
VPM
Smith Salley Wealth Management's CAT Position: Q1 2026 in Review
Smith Salley Wealth Management increased its Caterpillar (CAT) stake by 9.5% in Q1 2026, buying an estimated $1.05M and bringing the position to 17,377 shares worth $12.3M. The position accounts for 0.62% of the portfolio, ranked #46.
Smith Salley Wealth Management first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,732 funds tracked by Wall St. Rank hold CAT as of Q1 2026.
- Smith Salley Wealth Management held 17,377 shares of Caterpillar worth $12.3M as of Q1 2026.
- Smith Salley Wealth Management bought 1,509 Caterpillar shares in Q1 2026, an estimated $1.05M.
- Caterpillar made up 0.62% of Smith Salley Wealth Management's portfolio in Q1 2026, its #46 holding.
- Smith Salley Wealth Management first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
- 3,732 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.
Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.