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
Tip: Access up to 7 years of quarterly data
All positions including Caterpillar held by Evergreen Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Caterpillar by Evergreen Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $29k | 80 | 366.43 |
| 2023-12-31 | $24k | 80 | 295.68 |