Caterpillar shares owned by Evergreen Private Wealth
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Evergreen Private Wealth
from 13F filings
Historical chart of Evergreen Private Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Evergreen Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $50k | 104 | 477.15 |
| 2025-06-30 | $37k | 94 | 388.21 |
| 2025-03-31 | $26k | 80 | 329.80 |
| 2024-12-31 | $29k | 80 | 362.76 |
| 2024-09-30 | $31k | 80 | 391.13 |
| 2024-03-31 | $29k | 80 | 366.43 |
| 2023-12-31 | $24k | 80 | 295.68 |