Caterpillar shares owned by Evanson Asset Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Evanson Asset Management
from 13F filings
Historical chart of Evanson Asset Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Evanson Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $596k | 1.3k | 477.15 |
| 2025-06-30 | $485k | 1.3k | 388.21 |
| 2025-03-31 | $412k | 1.3k | 329.80 |
| 2024-12-31 | $490k | 1.4k | 362.76 |
| 2024-09-30 | $528k | 1.4k | 391.12 |
| 2024-06-30 | $450k | 1.4k | 333.10 |
| 2024-03-31 | $495k | 1.4k | 366.43 |
| 2023-12-31 | $399k | 1.4k | 295.67 |
| 2023-09-30 | $400k | 1.5k | 272.97 |
| 2023-06-30 | $361k | 1.5k | 246.10 |
| 2023-03-31 | $335k | 1.5k | 228.78 |
| 2022-12-31 | $240k | 1.5k | 164.14 |
| 2022-09-30 | $366k | 2.2k | 164.20 |
| 2022-06-30 | $430k | 2.4k | 178.72 |
| 2022-03-31 | $491k | 2.2k | 222.68 |
| 2021-12-31 | $456k | 2.2k | 206.80 |
| 2021-09-30 | $474k | 2.2k | 215.06 |
| 2021-06-30 | $480k | 2.2k | 217.79 |
| 2021-03-31 | $591k | 2.5k | 232.04 |
| 2020-12-31 | $440k | 2.4k | 182.04 |
| 2020-09-30 | $318k | 2.1k | 149.37 |
| 2020-06-30 | $269k | 2.1k | 126.35 |
| 2020-03-31 | $247k | 2.1k | 116.02 |
| 2019-12-31 | $311k | 2.1k | 147.46 |
| 2019-09-30 | $360k | 2.8k | 126.36 |
| 2019-06-30 | $428k | 3.1k | 136.31 |
| 2019-03-31 | $425k | 3.1k | 135.65 |
| 2018-12-31 | $397k | 3.1k | 126.96 |
| 2018-09-30 | $442k | 2.9k | 152.52 |
| 2018-06-30 | $411k | 3.0k | 135.69 |
| 2018-03-31 | $446k | 3.0k | 147.49 |
| 2017-12-31 | $315k | 2.0k | 157.74 |
| 2017-09-30 | $284k | 2.3k | 124.89 |
| 2017-06-30 | $241k | 2.2k | 107.30 |
| 2017-03-31 | $208k | 2.2k | 92.65 |
| 2016-12-31 | $208k | 2.2k | 92.86 |