A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 104,102 shares of CAT stock, worth $38.3 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
104,102
Previous 104,384 0.27%
Holding current value
$38.3 Million
Previous $30.9 Million 23.6%
% of portfolio
1.08%
Previous 0.95%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024

SELL
$278.63 - $366.43 $78,573 - $103,333
-282 Reduced 0.27%
104,102 $38.1 Million
Q4 2023

Feb 06, 2024

BUY
$226.05 - $298.12 $113,251 - $149,358
501 Added 0.48%
104,384 $30.9 Million
Q3 2023

Nov 06, 2023

SELL
$240.58 - $288.65 $10,344 - $12,411
-43 Reduced 0.04%
103,883 $28.4 Million
Q2 2023

Aug 08, 2023

BUY
$205.75 - $247.67 $638,648 - $768,767
3,104 Added 3.08%
103,926 $25.6 Million
Q1 2023

May 05, 2023

BUY
$215.01 - $264.54 $61,277 - $75,393
285 Added 0.28%
100,822 $23.1 Million
Q4 2022

Feb 14, 2023

BUY
$171.23 - $243.14 $779,096 - $1.11 Million
4,550 Added 4.74%
100,537 $24.1 Million
Q3 2022

Oct 31, 2022

BUY
$162.44 - $198.25 $217,019 - $264,862
1,336 Added 1.41%
95,987 $15.8 Million
Q2 2022

Aug 03, 2022

BUY
$178.67 - $235.08 $116,671 - $153,507
653 Added 0.69%
94,651 $16.9 Million
Q1 2022

May 05, 2022

BUY
$182.83 - $229.87 $107,869 - $135,623
590 Added 0.63%
93,998 $20.1 Million
Q4 2021

Feb 08, 2022

BUY
$188.94 - $214.25 $41,188 - $46,706
218 Added 0.23%
93,408 $19.3 Million
Q3 2021

Nov 04, 2021

SELL
$189.84 - $221.66 $35,689 - $41,672
-188 Reduced 0.2%
93,190 $17.9 Million
Q2 2021

Aug 04, 2021

SELL
$208.86 - $244.79 $72,474 - $84,942
-347 Reduced 0.37%
93,378 $20.3 Million
Q1 2021

May 11, 2021

BUY
$180.63 - $233.63 $368,123 - $476,137
2,038 Added 2.22%
93,725 $21.7 Million
Q4 2020

Feb 12, 2021

SELL
$146.71 - $182.21 $10,856 - $13,483
-74 Reduced 0.08%
91,687 $16.7 Million
Q3 2020

Nov 12, 2020

SELL
$125.73 - $153.87 $44,005 - $53,854
-350 Reduced 0.38%
91,761 $13.7 Million
Q2 2020

Jul 31, 2020

SELL
$104.48 - $137.72 $502,444 - $662,295
-4,809 Reduced 4.96%
92,111 $11.7 Million
Q1 2020

May 06, 2020

BUY
$91.85 - $150.53 $29,667 - $48,621
323 Added 0.33%
96,920 $11.2 Million
Q4 2019

Feb 13, 2020

SELL
$117.97 - $148.5 $89,775 - $113,008
-761 Reduced 0.78%
96,597 $14.3 Million
Q3 2019

Nov 06, 2019

BUY
$113.38 - $139.64 $60,204 - $74,148
531 Added 0.55%
97,358 $12.3 Million
Q2 2019

Aug 07, 2019

SELL
$119.81 - $143.36 $63,020 - $75,407
-526 Reduced 0.54%
96,827 $13.2 Million
Q1 2019

May 13, 2019

BUY
$121.51 - $141.41 $738,780 - $859,772
6,080 Added 6.66%
97,353 $0
Q4 2018

Feb 08, 2019

SELL
$112.34 - $158.22 $34,039 - $47,940
-303 Reduced 0.33%
91,273 $11.6 Million
Q3 2018

Nov 14, 2018

BUY
$132.02 - $156.38 $135,980 - $161,071
1,030 Added 1.14%
91,576 $14 Million
Q2 2018

Aug 08, 2018

BUY
$134.61 - $158.92 $4,576 - $5,403
34 Added 0.04%
90,546 $12.3 Million
Q1 2018

May 15, 2018

BUY
$144.29 - $170.89 $88,738 - $105,097
615 Added 0.68%
90,512 $13.3 Million
Q2 2017

Aug 15, 2017

BUY
N/A
89,897
89,897 $9.66 Million

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 $194B
  • 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

Track Wilbanks Smith & Thomas Asset Management LLC Portfolio

Follow Wilbanks Smith & Thomas Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilbanks Smith & Thomas Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilbanks Smith & Thomas Asset Management LLC with notifications on news.