Caterpillar shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.9M | 10k | 391.12 |
| 2024-06-30 | $3.4M | 10k | 333.10 |
| 2024-03-31 | $3.7M | 10k | 366.43 |
| 2023-09-30 | $2.9M | 11k | 273.00 |
| 2023-06-30 | $2.4M | 9.7k | 246.05 |
| 2023-03-31 | $2.2M | 9.7k | 228.84 |
| 2022-12-31 | $2.5M | 11k | 239.56 |
| 2022-09-30 | $1.7M | 11k | 164.14 |
| 2022-06-30 | $1.9M | 11k | 178.77 |
| 2022-03-31 | $2.6M | 12k | 222.81 |
| 2021-12-31 | $2.4M | 12k | 206.90 |
| 2021-09-30 | $2.4M | 13k | 191.72 |
| 2021-06-30 | $2.7M | 13k | 217.62 |
| 2021-03-31 | $2.9M | 12k | 231.72 |
| 2020-12-31 | $2.1M | 12k | 182.07 |
| 2020-09-30 | $1.7M | 12k | 148.97 |
| 2020-06-30 | $1.5M | 12k | 126.21 |
| 2020-03-31 | $1.3M | 12k | 115.86 |
| 2019-12-31 | $1.8M | 12k | 147.59 |
| 2019-09-30 | $1.6M | 13k | 126.21 |
| 2019-06-30 | $1.6M | 12k | 136.55 |
| 2019-03-31 | $1.5M | 11k | 135.17 |
| 2018-12-31 | $1.3M | 10k | 127.12 |
| 2018-09-30 | $1.5M | 10k | 152.49 |
| 2018-06-30 | $1.1M | 7.8k | 135.65 |
| 2018-03-31 | $1.3M | 9.1k | 147.59 |
| 2017-12-31 | $1.4M | 9.1k | 157.24 |
| 2017-09-30 | $1.2M | 9.9k | 124.83 |
| 2017-06-30 | $1.1M | 9.9k | 107.59 |
| 2017-03-31 | $1.2M | 12k | 92.67 |
| 2016-12-31 | $1.1M | 12k | 92.92 |
| 2016-09-30 | $924k | 10k | 88.67 |
| 2016-06-30 | $944k | 12k | 76.00 |
| 2016-03-31 | $953k | 12k | 76.67 |
| 2015-12-31 | $995k | 15k | 68.00 |
| 2015-09-30 | $971k | 15k | 65.49 |
| 2015-06-30 | $1.2M | 15k | 84.00 |
| 2015-03-31 | $1.3M | 16k | 80.00 |
| 2014-12-31 | $1.4M | 15k | 91.41 |
| 2014-09-30 | $1.3M | 14k | 99.66 |
| 2014-06-30 | $1.3M | 12k | 108.71 |
| 2014-03-31 | $1.2M | 12k | 99.64 |
| 2013-12-31 | $1.4M | 16k | 90.64 |
| 2013-09-30 | $2.5M | 30k | 83.45 |
| 2013-06-30 | $2.8M | 34k | 82.34 |
| 2013-03-31 | $3.8M | 44k | 86.99 |
| 2012-09-30 | $7.8M | 91k | 85.56 |
| 2012-03-31 | $7.4M | 70k | 106.52 |
| 2011-12-31 | $3.9M | 42k | 93.33 |
| 2011-09-30 | $3.0M | 41k | 73.58 |
| 2011-06-30 | $4.1M | 39k | 106.58 |
| 2011-03-31 | $1.2M | 11k | 111.32 |
| 2010-12-31 | $3.3M | 38k | 86.96 |
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