Wilbanks Smith & Thomas Asset Management LLC / CAT
Wilbanks Smith & Thomas Asset Management LLC’s Caterpillar Inc Position
Does Wilbanks Smith & Thomas Asset Management LLC own Caterpillar Inc (CAT)? Yes — 104.1K shares worth $38M (+1.07% of its 13F portfolio) as of Q1 2024, down from 104.4K shares the prior filed quarter.
Position Value
$38M
Q1 2024
Shares
104.1K
% of Portfolio
+1.07%
Quarters Held
22
currently held
Position History CAT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2024 | 104.1K | $38M | +1.07% |
| Q4 2023 | 104.4K | $31M | +0.94% |
| Q3 2023 | 103.9K | $28M | +0.98% |
| Q2 2023 | 103.9K | $26M | +0.84% |
| Q1 2023 | 100.8K | $23M | +0.80% |
| Q4 2022 | 100.5K | $24M | +0.91% |
| Q3 2022 | 96.0K | $16M | +0.68% |
| Q2 2022 | 94.7K | $17M | +0.71% |
| Q1 2022 | 94.0K | $20M | +0.80% |
| Q4 2021 | 93.4K | $19M | +0.67% |
| Q3 2021 | 93.2K | $18M | +0.70% |
| Q2 2021 | 93.4K | $20M | +0.80% |
| Q1 2021 | 93.7K | $22M | +0.94% |
| Q4 2020 | 91.7K | $17M | +0.79% |
| Q3 2020 | 91.8K | $14M | +0.74% |
| Q2 2020 | 92.1K | $12M | +0.71% |
| Q1 2020 | 96.9K | $11M | +0.83% |
| Q4 2019 | 96.6K | $14M | +0.84% |
| Q3 2019 | 97.4K | $12M | +0.78% |
| Q2 2019 | 96.8K | $13M | +0.85% |
| Q1 2019 | 97.4K | $13M | +0.85% |
| Q4 2018 | 91.3K | $12M | +0.80% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wilbanks Smith & Thomas Asset Management LLC’s full portfolio or all institutional holders of CAT.