Caterpillar shares owned by Evelyn Partners Investment Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Evelyn Partners Investment Management
from 13F filings
Historical chart of Evelyn Partners Investment Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Evelyn Partners Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 4.6k | 477.15 |
| 2025-06-30 | $1.8M | 4.5k | 388.21 |
| 2025-03-31 | $991k | 6.0k | 165.61 |
More positions owned by Evelyn Partners Investment Management
View all positions for Evelyn Partners Investment Management