A detailed history of Smith, Salley & Associates transactions in Caterpillar Inc stock. As of the latest transaction made, Smith, Salley & Associates holds 8,544 shares of CAT stock, worth $3.11 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
8,544
Previous 8,676 1.52%
Holding current value
$3.11 Million
Previous $2.89 Million 15.65%
% of portfolio
0.23%
Previous 0.21%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$316.8 - $391.12 $41,817 - $51,627
-132 Reduced 1.52%
8,544 $3.34 Million
Q2 2024

Jul 29, 2024

BUY
$321.47 - $379.3 $128,266 - $151,340
399 Added 4.82%
8,676 $2.89 Million
Q1 2024

May 02, 2024

SELL
$278.63 - $366.43 $110,058 - $144,739
-395 Reduced 4.55%
8,277 $3.03 Million
Q4 2023

Jan 24, 2024

SELL
$226.05 - $298.12 $245,038 - $323,162
-1,084 Reduced 11.11%
8,672 $2.56 Million
Q3 2023

Oct 27, 2023

SELL
$240.58 - $288.65 $25,260 - $30,308
-105 Reduced 1.06%
9,756 $2.66 Million
Q2 2023

Aug 04, 2023

BUY
$205.75 - $247.67 $217,066 - $261,291
1,055 Added 11.98%
9,861 $2.43 Million
Q1 2023

May 03, 2023

BUY
$215.01 - $264.54 $35,476 - $43,649
165 Added 1.91%
8,806 $2.02 Million
Q4 2022

Feb 03, 2023

SELL
$171.23 - $243.14 $9,075 - $12,886
-53 Reduced 0.61%
8,641 $2.07 Million
Q3 2022

Nov 01, 2022

BUY
$162.44 - $198.25 $14,944 - $18,239
92 Added 1.07%
8,694 $1.43 Million
Q1 2022

May 10, 2022

SELL
$182.83 - $229.87 $182,830 - $229,870
-1,000 Reduced 10.41%
8,602 $1.92 Million
Q4 2021

Feb 10, 2022

BUY
$188.94 - $214.25 $192,340 - $218,106
1,018 Added 11.86%
9,602 $1.99 Million
Q3 2021

Nov 05, 2021

BUY
$189.84 - $221.66 $189 - $221
1 Added 0.01%
8,584 $1.65 Million
Q2 2021

Aug 09, 2021

BUY
$208.86 - $244.79 $217,005 - $254,336
1,039 Added 13.77%
8,583 $1.87 Million
Q1 2021

Apr 30, 2021

BUY
$180.63 - $233.63 $31,429 - $40,651
174 Added 2.36%
7,544 $1.75 Million
Q4 2020

Jan 28, 2021

BUY
$146.71 - $182.21 $880 - $1,093
6 Added 0.08%
7,370 $1.34 Million
Q3 2020

Nov 05, 2020

BUY
$125.73 - $153.87 $125 - $153
1 Added 0.01%
7,364 $1.1 Million
Q2 2020

Aug 04, 2020

SELL
$104.48 - $137.72 $4,074 - $5,371
-39 Reduced 0.53%
7,363 $931,000
Q4 2019

Jan 27, 2020

BUY
$117.97 - $148.5 $117 - $148
1 Added 0.01%
7,402 $1.09 Million
Q2 2019

Jul 12, 2019

BUY
$119.81 - $143.36 $18,450 - $22,077
154 Added 2.13%
7,401 $1.01 Million
Q1 2019

May 03, 2019

SELL
$121.51 - $141.41 $5,832 - $6,787
-48 Reduced 0.66%
7,247 $982,000
Q4 2018

Feb 05, 2019

SELL
$112.34 - $158.22 $1,235 - $1,740
-11 Reduced 0.15%
7,295 $927,000
Q3 2018

Nov 06, 2018

BUY
$132.02 - $156.38 $10,561 - $12,510
80 Added 1.11%
7,306 $1.11 Million
Q2 2018

Aug 10, 2018

BUY
$134.61 - $158.92 $538 - $635
4 Added 0.06%
7,226 $980,000
Q1 2018

May 09, 2018

SELL
$144.29 - $170.89 $9,956 - $11,791
-69 Reduced 0.95%
7,222 $1.06 Million
Q4 2017

Feb 12, 2018

BUY
$124.72 - $158.42 $124 - $158
1 Added 0.01%
7,291 $1.15 Million
Q3 2017

Nov 02, 2017

BUY
$112.85 - $125.23 $822,676 - $912,926
7,290
7,290 $909,000

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $192B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
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