Caterpillar shares owned by Evelyn Partners Investment Management Services
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Evelyn Partners Investment Management Services
from 13F filings
Historical chart of Evelyn Partners Investment Management Services investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Evelyn Partners Investment Management Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30k | 63 | 477.14 |
| 2025-06-30 | $25k | 63 | 388.21 |
| 2025-03-31 | $70k | 213 | 329.80 |
| 2024-12-31 | $77k | 213 | 362.76 |
More positions owned by Evelyn Partners Investment Management Services
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