Smith Shellnut Wilson LLC Caterpillar Inc Transaction History

Smith Shellnut Wilson LLC

$257 Million
Q3 2025

A detailed history of Smith Shellnut Wilson LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Smith Shellnut Wilson LLC holds 1,234 shares of CAT stock, worth $704,108. This represents 0.23% of its overall portfolio holdings.

Number of Shares

1,234

Previous 1,216 1.48%

Holding current value

$704,108

Previous $472,000 24.58%

% of portfolio

0.23%

Previous 0.21%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$390.92 - $477.15 $7,036 - $8,588	18 Added 1.48%	1,234 $588,000
Q2 2025 Aug 05, 2025	SELL	$273.94 - $388.21 $96,974 - $137,426	-354 Reduced 22.55%	1,216 $472,000
Q1 2025 Apr 17, 2025	SELL	$326.75 - $407.63 $29,734 - $37,094	-91 Reduced 5.48%	1,570 $517,000
Q4 2024 Mar 04, 2025	BUY	$360.37 - $416.88 $40,001 - $46,273	111 Added 7.16%	1,661 $602,000
Q2 2023 Aug 04, 2023	SELL	$205.75 - $247.67 $2,674 - $3,219	-13 Reduced 0.83%	1,550 $381,000
Q4 2022 Feb 13, 2023	BUY	$171.23 - $243.14 $3,253 - $4,619	19 Added 1.23%	1,563 $374,000
Q3 2022 Nov 03, 2022	BUY	$162.44 - $198.25 $5,035 - $6,145	31 Added 2.05%	1,544 $253,000
Q2 2022 Aug 02, 2022	SELL	$178.67 - $235.08 $11,970 - $15,750	-67 Reduced 4.24%	1,513 $270,000
Q1 2022 May 02, 2022	BUY	$182.83 - $229.87 $8,044 - $10,114	44 Added 2.86%	1,580 $352,000
Q4 2021 Feb 03, 2022	BUY	$188.94 - $214.25 $7,368 - $8,355	39 Added 2.61%	1,536 $318,000
Q3 2021 Nov 12, 2021	BUY	$189.84 - $221.66 $42,903 - $50,095	226 Added 17.78%	1,497 $287,000
Q1 2021 Apr 06, 2021	BUY	$180.63 - $233.63 $12,282 - $15,886	68 Added 5.65%	1,271 $295,000
Q4 2020 Feb 05, 2021	SELL	$146.71 - $182.21 $52,962 - $65,777	-361 Reduced 23.08%	1,203 $219,000
Q3 2020 Nov 12, 2020	BUY	$125.73 - $153.87 $196,641 - $240,652	1,564 New	1,564 $233,000

Others Institutions Holding CAT

# of Institutions

3,529

Shares Held

337M

Call Options Held

6.89M

Put Options Held

7.18M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $301B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Smith Shellnut Wilson LLC , based on Form 13F filings with the SEC.

News

Stay updated on Smith Shellnut Wilson LLC with notifications on news.

Account

Smith Shellnut Wilson LLC Caterpillar Inc Transaction History