Evelyn Partners Asset Management »

Caterpillar shares owned by Evelyn Partners Asset Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Evelyn Partners Asset Management from 13F filings

Historical chart of Evelyn Partners Asset Management investment in Caterpillar

Tip: Access up to 7 years of quarterly data

All positions including Caterpillar held by Evelyn Partners Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Caterpillar by Evelyn Partners Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.1k 19 477.16
2025-06-30 $7.4k 19 388.21
2025-03-31 $6.3k 2.2k 2.82

More positions owned by Evelyn Partners Asset Management

Mfc Spdr Gold Tr Gold Etf (GLD)
Vanguard Intl Equity Index F Etf (VT)
Microsoft Corp Common (MSFT)
Alphabet Class A (GOOGL)
Amazon Common (AMZN)
Vaneck Etf Tr Gold Miners Etf Etf (GDX)
Visa Class A (V)
Stryker Corp Common (SYK)
Automatic Data Processing In Common (ADP)
Disney Walt Common (DIS)
Apple Common (AAPL)
Mastercard Inc Cl A Class A (MA)
Intuit Common (INTU)
Litman Gregory Fds Tr Common (DBMF)
Autozone Common (AZO)

View all positions for Evelyn Partners Asset Management

Top funds holding Caterpillar

Vanguard Group
State Street Corporation
BlackRock
State Farm Mutual Automobile Insurance Company
Geode Capital Management
Fisher Investments
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Wellington Management Company
Capital World Investors
Capital Research Global Investors
Ubs Global Asset Management Americas
Susquehanna International
Bank of New York Mellon

View all funds holding Caterpillar