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Smith Shellnut Wilson’s Caterpillar CAT Stock Holding History

Smith Shellnut Wilson’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.28M Hold
1,206
– – 0.48% 42
2026
Q1 		$854K Sell
1,206
-12
-1% -$8.31K 0.37% 57
2025
Q4 		$698K Sell
1,218
-16
-1% -$8.89K 0.27% 61
2025
Q3 		$589K Buy
1,234
+18
+1% +$7.68K 0.23% 68
2025
Q2 		$472K Sell
1,216
-354
-23% -$118K 0.2% 73
2025
Q1 		$518K Sell
1,570
-91
-5% -$32.4K 0.24% 73
2024
Q4 		$603K Buy
1,661
+111
+7% +$43K 0.27% 63
2024
Q3 		$606K Hold
1,550
– – 0.27% 61
2024
Q2 		$516K Hold
1,550
– – 0.25% 68
2024
Q1 		$568K Hold
1,550
– – 0.3% 59
2023
Q4 		$458K Hold
1,550
– – 0.26% 67
2023
Q3 		$423K Hold
1,550
– – 0.26% 67
2023
Q2 		$381K Sell
1,550
-13
-0.8% -$2.9K 0.22% 82
2023
Q1 		$358K Hold
1,563
– – 0.22% 80
2022
Q4 		$374K Buy
1,563
+19
+1% +$4.14K 0.23% 76
2022
Q3 		$253K Buy
1,544
+31
+2% +$5.66K 0.17% 102
2022
Q2 		$270K Sell
1,513
-67
-4% -$14.1K 0.17% 104
2022
Q1 		$352K Buy
1,580
+44
+3% +$9.23K 0.18% 97
2021
Q4 		$318K Buy
1,536
+39
+3% +$7.85K 0.16% 114
2021
Q3 		$287K Buy
1,497
+226
+18% +$47.1K 0.17% 113
2021
Q2 		$277K Hold
1,271
– – 0.16% 112
2021
Q1 		$295K Buy
1,271
+68
+6% +$14.1K 0.18% 101
2020
Q4 		$219K Sell
1,203
-361
-23% -$61.2K 0.13% 120
2020
Q3 		$233K Buy
+1,564
New +$220K 0.09% 112

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Smith Shellnut Wilson's CAT Position: Q2 2026 in Review

Smith Shellnut Wilson held its Caterpillar (CAT) position steady in Q2 2026 at 1,206 shares worth $1.28M. The position accounts for 0.48% of the portfolio, ranked #42.

Smith Shellnut Wilson first reported a position in CAT in Q3 2020 and has held it in 24 quarters since. 4,048 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Smith Shellnut Wilson held 1,206 shares of Caterpillar worth $1.28M as of Q2 2026.
  • Smith Shellnut Wilson left its Caterpillar share count unchanged in Q2 2026.
  • Caterpillar made up 0.48% of Smith Shellnut Wilson's portfolio in Q2 2026, its #42 holding.
  • Smith Shellnut Wilson first reported a position in Caterpillar in Q3 2020 and has held it in 24 quarters since.
  • 4,048 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Smith Shellnut Wilson's 13F filing for Q2 2026, filed 3 Aug 2026.