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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
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 		$233 Buy
+1,564
New +$220K 0.09% 112

Other funds holding CAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Smith Shellnut Wilson's CAT Position: Q3 2025 in Review

Smith Shellnut Wilson increased its Caterpillar (CAT) stake by 1.5% in Q3 2025, buying an estimated $7.68K and bringing the position to 1,234 shares worth $589K. The position accounts for 0.23% of the portfolio, ranked #68.

Smith Shellnut Wilson first reported a position in CAT in Q3 2020 and has held it in 21 quarters since. The position peaked at $606K in Q3 2024. 3,143 funds tracked by Wall St. Rank hold CAT as of Q3 2025.

  • Smith Shellnut Wilson held 1,234 shares of Caterpillar worth $589K as of Q3 2025.
  • Smith Shellnut Wilson bought 18 Caterpillar shares in Q3 2025, an estimated $7.68K.
  • Caterpillar made up 0.23% of Smith Shellnut Wilson's portfolio in Q3 2025, its #68 holding.
  • Smith Shellnut Wilson first reported a position in Caterpillar in Q3 2020 and has held it in 21 quarters since.
  • Smith Shellnut Wilson's Caterpillar position peaked at $606K in Q3 2024.
  • 3,143 funds tracked by Wall St. Rank held Caterpillar as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.