Caterpillar shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Caterpillar
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Caterpillar by Evermay Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $512k | 1.7k | 295.64 |
2023-09-30 | $471k | 1.7k | 273.06 |
2023-06-30 | $451k | 1.8k | 246.10 |
2023-03-31 | $436k | 1.9k | 228.89 |
2022-12-31 | $432k | 1.8k | 239.61 |
2022-09-30 | $306k | 1.9k | 164.08 |
2022-06-30 | $333k | 1.9k | 178.55 |
2022-03-31 | $431k | 1.9k | 222.74 |
2021-12-31 | $400k | 1.9k | 206.72 |
2021-09-30 | $373k | 1.9k | 191.77 |
2021-06-30 | $510k | 2.3k | 217.48 |
2021-03-31 | $566k | 2.4k | 231.68 |
2020-12-31 | $505k | 2.8k | 181.98 |
2020-09-30 | $441k | 3.0k | 149.24 |
2020-06-30 | $374k | 3.0k | 126.57 |
2020-03-31 | $296k | 2.6k | 115.85 |
2019-12-31 | $438k | 3.0k | 147.72 |
2019-09-30 | $393k | 3.1k | 126.16 |
2019-06-30 | $493k | 3.6k | 136.38 |
2019-03-31 | $456k | 3.4k | 135.51 |
2018-12-31 | $437k | 3.4k | 127.03 |
2018-09-30 | $780k | 5.1k | 152.49 |
2018-06-30 | $545k | 4.0k | 135.74 |
2018-03-31 | $604k | 4.1k | 147.50 |
2017-12-31 | $448k | 2.8k | 157.47 |