Forrest and Wilson: The development of cavalry in the ACW

BOTP

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***The development of cavalry
in the American Civil War***



By the nineteenth century, war in Europe had evolved into an affair of close-order infantry armed with muskets, field artillery, and several types of cavalry. At this time, there were essentially three types of mounted troops - heavy cavalry, light cavalry, and Dragoons. They were called upon to accomplish a variety of tasks, ranging from reconnaissance to charging infantry. The basic role of cavalry in European armies was scouting, screening, pursuit, and so on, serving as adjuncts and supports to the infantry and artillery.

The heavy cavalry main role however, was to be a strike force that could play a significant role in battle had the function of being shock troops. Composed of big men on powerful horses, usually wearing metal helmets and body armor, their prime tactical function was the massed charge against enemy infantry, a tactic that worked well in the open plains of Europe against the weaponry of the day. However, the advent of rapid advances in weapons technologies began to make the standard cavalry techniques obsolete and deadly. The new rifled artillery barrels and projectiles gave them longer and more accurate effective ranges, making mounted formations easy targets. More effective firearms had slowly reduced heavy cavalry’s role, and saw its role reduced to screening infantry movements, scouting the enemy, and occasionally raiding deep into enemy territory to disrupt lines of supply and communication. This was indeed, the situation at the outbreak of the American Civil War.

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The repeating rifle was first used in large quantities during the American Civil Warm as well as Rifled artillery, making reducing the traditional role of cavalry


The American Civil War, however, revitalized the role of cavalry. It did not recreate the heavy cavalry, who could not have operated in the wooded terrain of North America, but instead, by improving the firepower of the cavalry and making the trooper an effective dragoon, paved the way for the cavalry to again assume the role of a strike force. As the war progressed more and more cavalry used their horses mainly for transportation and fought more and more on foot. Therefore, cavalry often fought dismounted, even against other cavalry, using their horses more for mobility in much the same way that motorized infantry would use trucks. What this in fact involved was the creation of cavalry armies, masses of cavalry operating in either close coordination with the infantry.

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cavalry often fought dismounted, even against other cavalry, to take the maximum advantage of their firepower

By the time of the Civil War, warfare had become a complex undertaking, the ways of killing more sophisticated. The war itself brought to the fore two major tactical innovations/concepts: trench warfare, especially in Lee's last campaigns from the Wilderness to Petersburg, and mobile infantry. If the two, the concept of mobile infantry was perhaps the far-reaching tactical development of the Civil War. The base element is simply adding greater mobility to infantry. The cavalry army tended to exercise more autonomy and act more like an infantry command, being given basic orders and objectives leaving the commanders themselves to devise the best way to carry them out. The horses supplied the element of mobility only, and pure shock tactics became a thing of the past. The act of employing cavalry troops as mounted or mobile infantry became the essence of the innovative concept.

The distinguished British military theorist-historian Maj. G. F. R. Henderson praised the Civil War's cavalry, stating that “No troops could have been better adapted to the country over which they fought than the American mounted rifleman On their own ground they would probably have defeated any European cavalry of the period," wrote the Englishman. He continued, "Our brethren in arms across the Atlantic teach us what may be done by a mounted force that is not much inferior to good infantry and at the same time has all the mobility of cavalry." In essence, the American Civil War became a model for all mounted arms worldwide, producing an enormous shift in cavalry tactics. Nathan B. Forrest and James H. Wilson are among the many Civil War personalities most responsible for creating this prototype and developing new tactics to fit the new role of cavalry on the battlefield.



Nathan B. Forrest


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Nathan B. Forrest, known as the Wizard of the Saddle

Nathan B. Forrest was a frontiersman from the backcountry, and received little formal education, with a grand total of six months schooling, and yet he far excelled most all of the West Pointers in command. He came into the cavalry from civilian life, and it is therefore natural that his methods of organizing and using his troops did not follow the lines set down in the textbooks. The tactics he evolved had the twin virtues of simplicity and effectiveness. Forrest's fighting was almost always done in broken, hilly, heavily-wooded country, where cavalry charges in an extended line, a succession of lines, or in mass, would have been impossible, even if the state of training of his men and horses had permitted such a maneuver.

Known as the wizard of the saddle, Forrest had developed certain riding tactics that made his cavalry an excellent striking force. Also, it was basic doctrine that, to function successfully, cavalry needed the support of infantry, whereas Forrest’s battles were almost without exception fought miles from any supporting infantry. He had to be his own infantry, just as he had to be his own artillery and cavalry. The logical and necessary conclusion these paths led to was the use of his troops not as cavalry but as mounted infantry. He had a simple theory on war, saying "War means fightin' and fightin' means killin'." He believed war was fighting and fighting means killing, and his brilliant military tactics demonstrated this. In his application of this theory he soon became the most feared of all the Confederate cavalry commanders.

His one directive to his men was to “get there firstest with the mostest”, even if it meant pushing his horses at a killing pace, which he did more than once. These tactics he practiced led immensely to the value of mounted operations in war. The important elements of his tactics included surprise, usually resulting from unbelievable mobility (in the words of Sherman, "his cavalry can cover 100 miles while ours cover 10"), a fierce initial contact, the use of artillery almost in the skirmish line, and a flank or rear diversion followed by frontal assault. He employed it extremely well, and often gave the impression to the enemy of numbers larger than he actually had, and that his forces were attacking in all directions. His tactics called for individual initiative, mobility, maintaining the offensive, acting without delay, playing not for safety but to win, and fighting whenever the opportunity arose. It was his incredible mobility; eagerness for action, aggressiveness, understanding of maneuver tactics, and sense of strategy that won him a number of engagements from one combat to the next.

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Forrest used his mobility by mounting part of his forces and using them in pursuit, “Keeping up the skeer” as it were
and not allowing the Union forces the opportunity to rally and reform.


He is noted mainly as a highly successful raider behind union lines but also distinguished himself in several traditional type battles. One of these great victory came when his 3,500-man force clashed with 8,100 men commanded by General Samuel D. Sturgis at the Battle of Brice's Crossroads. Here we see the principles of mass and maneuver in action. Forrest had used his superior knowledge of the enemy, mobility of force, aggressive tactics and favorable terrain to win one of the most decisive victories of the American Civil War. Here, his mobility of force and superior tactics won a remarkable victory, inflicting 2,500 casualties against a loss of 492, and sweeping the Union forces completely from a large expanse of southwest Tennessee and northern Mississippi.

Forrest was called by General Sherman as being the most remarkable man the Civil War ever produced General Robert E. Lee stated: "He accomplished more with fewer troops than any other officer on either side." It was his belief that Forrest would have made a great army commander and would have accomplished great things. One historian, said: “he ranks the first of cavalry generals of all times, and the tactics there displayed were in every respect the same which now receive the sanction of modern science -- sudden deployment and bold attack, outflanking the enemy's wings, dividing the enemy's forces rallying, attacking the rear, supporting the menaced point, and, to crown all, a pursuit of six hundred stadia (seventy five miles) in twenty four hours. Never was there a greater achievement in ancient or modern warfare.” Says another: “Forrest is regarded as an innovative tactician. His prowess as a commander was confirmed at the Battle of Brice's Crossroads, where he inflicted one of the worst defeats of the U.S. Army in its history. A number of military historians have referred to this as the Perfect Battle.”


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Forrest's double-envelope at Brice's Cross Roads

The influence of Forrest was far-reaching. Long after his death, Forrest’s tactics were studied by military leaders worldwide, and were utilized in the Second World War by tanks and motorized infantry. His victory at Brice's Cross Roads became the subject of a class taught at the French War College by Marshal Ferdinand Foch before World War I, and the German general Erwin Rommel, who emulated his tactics on a wider scale, with tanks and trucks, studied his mobile campaigns. No less a general than Rommel studied Forrest’s tactics and implemented them with modern weaponry when his Afrika Korps marched all over Libya and Egypt in World War II.

If examined closely, his operations will be found based on the soundest principles of the art of war. His tactics, intuitively, and without knowledge of what other men had done before him, were those of the great masters of that art-that is, to rush down swiftly, thunderously upon his enemy with his whole collective strength. Few generals, if any, made better application of these principles. He stated that he won victories “by getting there first with the most men, planning and making my own fight, never letting the other fellow made the fight for me...Strike the first blow...Get them skeered and keep the skeer on them...charge and give them hell.” There is a brilliance about Forrest's operations, his disregard of odds, the use of surprise, single and double envelopments, the way in which he kept a firm grip on the development of his battles, his ability to use all arms in combination, the ruthless energy with which he pressed home an advantage, that mark him out as one of the greatest generals of the Civil War

 
James H. Wilson


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known as the Boy Wonder. The 27 year-old Major-General was one of the youngest yet most distinguished
of many young commanders in the Union Army


James Wilson became one of the wars best, perhaps the most underrated, cavalry commanders. Neither side had used its mounted arm in the way developed so effectively as Wilson. His foresight in cavalry tactics not only revolutionized the traditional concepts of the deployment of cavalry, but also established a new tactical pattern which, by a process of technological growth, led eventually to the tank tactics of Guderian, Rommel and Patton. Wilson also felt that horsemen should be massed into a large, highly mobile, striking force. What he had in mind a new element in war; an independent, self-sufficient army of cavalry nominally so, inasmuch as the men traveled on horseback - but actually something more than a “fast motorized column of infantry, with the difference that the transport ran on oats instead of gasoline” as one writer has called it. In the process, his combination of firepower and mobility developed to the point where the cavalry became the “mechanized striking force” of the Union army, employing a combination of infantry tactics, firepower, and mounted tactics with equal skill to fight the enemy cavalry or infantry on better than even terms.

In General S. L. A. Marshall’s thesis on World War II combat operations, Men Against Fire, the noted historian closely examines the basics of tactical decision making. “How much fire can be brought to bear is the basic problem in all tactics. In fact, it is tactics in a nutshell,” he emphasizes, “and the other elements of tactics are simply shaped around it. Commanders in all ages have dealt with this central problem according to the weapons of their day and their imaginative employment of formations which would bring the maximum strength of these weapons to bear at the decisive point.” Wilson’s solution to “the basic problem in all tactics” had begun to evolve in the midst of tactics. To him "The horse is the prime factor in cavalry," he wrote. "Through him the cavalryman moves faster, gets there quicker, covers longer distances in less time, finds the weaker places in the enemy's lines, strikes him in flank or rear, or breaks his means of communication and supply.” And like Forrest, he understood the need to maintain a high degree of mobility in order to meet the enemy wherever he appeared.

Wilson’s strategic use of cavalry led to a dramatic increase in firepower. He held that the day of the cavalry charge-the romantic days of the beau sabreau and the arme blanche was dead. Instead of the traditional saber, Wilson's choice of weapons became the Spencer repeating carbines, which gave it a rate of firepower of as many as fourteen shots per minute per man, with an effective range of 500 yards. Indeed the .52 caliber Spencer carbine had a terribly demoralizing effect on the Confederate soldiers and became the most famous of all Civil War small arms. Having seen the Spencer in action, Wilson stated that "There is no doubt that the Spencer carbine is the best fire-arm yet put into the hands of the soldier, both for economy of ammunition and maximum effect, physical and moral. Our best officers estimate one man armed with it [is] equivalent to three with any other arm…. I have seen a large number of dismounted charges made with them against cavalry, infantry, and breast-works, and never knew one to fail”

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The Spencer Repeating Rifle stored a tremendous amount of firepower. One astonished rebel exclaimed
to his Yankee captors, “You'uns load in the morning and fire all day.”


Because of the Spencer’s tremendous rate firepower, he was not only able to "get there with the firstest"; but his relative firepower was so great that, it not only gave him "the mostest" in a sense far beyond Forrest's understanding, but it made it possible for him to stay wherever he chose to go. And because of this, Wilson's cavalry had both the firepower and mobility that enabled it to hold its own against anything the Confederacy was able to muster to oppose it. Furthermore, Wilson’s recognition of the importance of firepower, and not numbers, was the true standard of comparison between armies, carried with it implications of great significance for the future. By merging the mobility of the cavalry with the increased firepower of the repeating carbine, Wilson created a mobile rapid deployment force that would give the cavalry an entirely new tactical purpose. In short, Wilson’s application of the firepower of the Spencer repeating rifle and carbine, became the foundation for the success the was to come his way of the success which was to come his way in the closing year of the war.

His army of 27,000 mounted troopers, served as a unique, highly mobile, combined arms unit, built around cavalry, and capable of swift and coherent movement. They performed as an independent, self-supporting outfit that operated on its own. Wilson considered this the best equipped and organized cavalry force of the war. Rich in firepower and mobility, they mastered new tactics and evolved into men who could fight equally skillfully mounted or dismounted. These men learned to fight as cohesive units, and they learned to operate in masses, capable of riding long distances, and demonstrating a remarkable degree of coordination in battle. These men fought equally well on foot or on horseback, and for its size, had no equal in drive and striking power until the Patton’s Third Army that chased the Germans across France some eighty years later. Wilson personally took his responsibilities seriously, drilling his men until they were one of the most effective units in the army. Sherman called the corps the best cavalry force ever under his command.

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Wilson's offensive remains the largest concentration of cavalry in history of the North Hemisphere

Like Forrest, the young general believed that horsemen could best serve as mounted infantry, using their horses for speed and maneuverability. The basic use of the horse was quick mobility. The hard fighting would be left to dismounted men fighting from an advantage given them by their far-ranging mounts. His tactics were governed by a simple rule: "If you are going to fight, then be the attacker”. His distinct idea was that cavalry ought to be used as a strike force. He wrote "Cavalry is useless for defense; its only power is in a vigorous offensive; therefore I urge its concentration south of the Tennessee and hurling it into the bowels of the South in masses that the enemy cannot drive back." Of all opponents, Wilson's strategy would be tested Forrest(whom some had considered invincible!).

In the spring of 1865 Wilson mounted one of most brilliantly conceived and executed campaigns of the Civil war. From the Tennessee River to Selma and Montgomery Alabama and on to Columbus and Macon, Georgia this campaign was lightening fast, crushing everything in its path. In twenty-eight days he captured five fortified cities (a feat that marked the first time cavalry were successful in capturing a fortified city), twenty-three stand of colors, 288 guns, and 6,820 prisoners, among whom was Jefferson Davis himself. In addition, Wilson became the only Union leader during the whole war to defeat Forrest by outwitting, out-marching and outmaneuvering him. Moreover, Wilson kept the cavalry in the forefront of the fighting throughout the campaign. From the standpoint of meticulous planning, organization and staff work, the expedition stood head and shoulders above even the remarkably high standards that prevailed in the Union armies in the last year of the war. Moving 14,000 men over 500 miles in just a month is a remarkably uncommon feat.

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Among Wilson's prisoners, was Confederate President Jefferson Davis

The foundation of Wilson’s success was the skill with which he ran his staff operations, and he chose the members with great care. Because of the greater complexities of logistics and planning, a rudimentary general staff began to emerge under Wilson. It was a re-organization designed with meticulous attention to detail, careful planning, mastery of logistics and deployment. He reorganized the department, found supplies for the army, and rendered fine service in this capacity. Once he pulled together the scattered and demoralized troops, he began putting his plans into place. The route of each division as far as Selma was worked out in detail, timetables were established, and the strategic stage for the campaign, tactical movements, role of the cavalries, were thoroughly coordinated. It was the fortuitous combination of brilliant planning and practice that put a well-organized, well-armed force under the command of young officers determined to use the mounted arm effectively, that became the cornerstone of his success.

In addition, the campaign is from beginning to end a model of both tactics and generalship. Exercising independent command for the first time, he displayed qualities of leadership and a degree of skill. It is a spectacular achievement, and a wonderful demonstration of Wilson's ability to commit al1 his forces, to use all arms in judicious combination, to modify battle plans on the spur of the moment, to seize the decisive instant in battle, and to plan each step of a campaign to take maximum advantage of the total strategic situation. Although his victory often credited to the efficacy of the Spencer's firepower, the campaign is as much a tribute to Wilson’s organization, efforts with ability, speed of movement, and tactical abilities as well as his men's armament and equipment. Because of this, Twentieth-century historians have also regarded him as one of the war's ablest cavalry leaders.

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Some historians claim that Wilson's "blitzkreig" into the heartland of the South resembled that of the tank armies of WWII

But the outstanding feature of the campaign is that it served as the prototype of the tank army of World War II. In this campaign, the cavalry formed the roots of a strategic strike force for launching deep assaults. This in fact went far beyond the strategic capabilities of Forrest's cavalry. One of Forrest's expeditions, even when made in strong force, and even with Forrest's great skill, was nonetheless only a mere raid: advance, destroy, retreat to base; and nothing more. Wilson's campaign was far more than a traditional cavalry raid, rather it was an invasion by a purely cavalry army, a preview of the blitzkrieg of World War. Bruce Catton among many other distinguished military-theorists, likened Wilson’s campaign to a twentieth-century blitzkrieg moved by horses instead of tanks. It was Wilson’s use of mobility and firepower that served as the preliminary concept of panzer grenadiers. In effect, Wilson's fine, mobile striking force had utilized the best in cavalry theory formulated during the war. Except for increased speed and firepower, the strategic effect of cavalry as Wilson intended to use it and of a World War II tank army, was precisely the same.

Several leading figures of the war had praised the young general for his brilliant performance during the campaign. Maj. A. R. Chaffee, a later American cavalryman, lauded Wilson for his ability to use and care for horses in mass. Chaffee believed that Wilson "knew the great value of firepower and how to combine it with rapid movement, and with mounted assault when practicable. . . . [Wilson] thoroughly visualized the employment of large bodies of cavalry, and knew that only in that way could it be employed effectively," wrote Chaffee, who hoped Wilson would remain a model for the U.S. mounted arm. Wilson's strategy and tactics are in fact, still being studied, far beyond the 20th Century. His foresight led to such a revolutionary idea, and his theories were alien to that of his own era but which have significant application for modern day warfare.


Excerpts taken from

Cavalry Tactics in the American Civil War
by Stephen Z. Starr
The evolution of Federal Cavalry Tactics, 1861-1865
Laurence D. Schiller
"The Evolution of Cavalry in the American Civil War: 1861-1863,”
Thomas Thiele
Yankee Blitzkrieg: Wilson's Raid Through Alabama and Georgia
by James Pickett Jones
Battles and Leaders of the Civil War
Thomas Yoseloff
The Campaigns of Lieut.-Gen. N. B. Forrest and of Forrest's Cavalry
Thomson Jordan


And a variety of other books and academic web-sites...
 
Great stuff BOTP :goodjob: . Forrest is one of my favorites of all time :cool: .
I always assumed Wilson's success was mainly due to the Spencers, but you
have enlightened me :scan: . Thanks!
 
Another fine read, and illustrative of the essential truth in Churchill's statement that the American Civil War was the last of the romantic wars and first of the modern wars.

By any chance are you planning to write something on Sheridan and the evolution of a combined arms "doctrine" during the conflict?
 
One of my favourite aspects of the civil war were the southern cavalry men going on huge week long raids, robbing banks, tearing up railroads etc etc.

It took a little while for the North to catch on but when they did they did in a big way. Sheridan's 10,000 certainly would have been a force to be reckoned with but I don't think they were ever used to their full potential.
 
Appreciate the post, BOTP! Had a relative that fought w/ the calvary in the civil war. 7th south carolina, i beleive.
 
Great post! I certainly enjoyed it. :goodjob:
 
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