Smith, Salley & Associates
- SEC CIK
- 0001482012
- Latest filing
- Jul 23, 2026
CAT holding history
Caterpillar Inc in every 13F filed by Smith, Salley & Associates, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CAT overviewAll 13F holders of CATFull Q2 2026 holdings
- Shares (Q2 2026)
- 17,889
- Value
- $19.1M
- % of portfolio
- 0.8%
- Quarters held
- 22
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 17,889 | $19.1M | 0.8% | +512+2.9% | Added | Holders |
| Q1 2026 | 17,377 | $12.3M | 0.6% | +1,509+9.5% | Added | Holders |
| Q4 2025 | 15,868 | $9.09M | 0.5% | +605+4.0% | Added | Holders |
| Q3 2025 | 15,263 | $7.28M | 0.4% | +2,204+16.9% | Added | Holders |
| Q2 2025 | 13,059 | $5.07M | 0.3% | +442+3.5% | Added | Holders |
| Q1 2025 | 12,617 | $4.16M | 0.3% | +4,093+48.0% | Added | Holders |
| Q4 2024 | 8,524 | $3.09M | 0.2% | −20−0.2% | Reduced | Holders |
| Q3 2024 | 8,544 | $3.34M | 0.2% | −132−1.5% | Reduced | Holders |
| Q2 2024 | 8,676 | $2.89M | 0.2% | +399+4.8% | Added | Holders |
| Q1 2024 | 8,277 | $3.03M | 0.2% | −395−4.6% | Reduced | Holders |
| Q4 2023 | 8,672 | $2.56M | 0.2% | −1,084−11.1% | Reduced | Holders |
| Q3 2023 | 9,756 | $2.66M | 0.2% | −105−1.1% | Reduced | Holders |
| Q2 2023 | 9,861 | $2.43M | 0.2% | +1,055+12.0% | Added | Holders |
| Q1 2023 | 8,806 | $2.02M | 0.2% | +165+1.9% | Added | Holders |
| Q4 2022 | 8,641 | $2.07M | 0.2% | −53−0.6% | Reduced | Holders |
| Q3 2022 | 8,694 | $1.43M | 0.1% | +92+1.1% | Added | Holders |
| Q2 2022 | 8,602 | $1.54M | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2022 | 8,602 | $1.92M | 0.1% | −1,000−10.4% | Reduced | Holders |
| Q4 2021 | 9,602 | $1.99M | 0.1% | +1,018+11.9% | Added | Holders |
| Q3 2021 | 8,584 | $1.65M | 0.1% | +10.0% | Added | Holders |
| Q2 2021 | 8,583 | $1.87M | 0.2% | +1,039+13.8% | Added | Holders |
| Q1 2021 | 7,544 | $1.75M | 0.2% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.