Caterpillar shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 4.0k | 477.11 |
| 2025-06-30 | $1.3M | 3.4k | 388.17 |
| 2025-03-31 | $1.3M | 4.0k | 329.77 |
| 2024-12-31 | $1.5M | 4.0k | 362.73 |
| 2024-09-30 | $1.5M | 3.9k | 391.08 |
| 2024-06-30 | $1.1M | 3.4k | 333.06 |
| 2024-03-31 | $1.0M | 2.8k | 366.38 |
| 2023-12-31 | $496k | 1.7k | 295.67 |
| 2023-09-30 | $467k | 1.7k | 273.00 |
| 2023-06-30 | $369k | 1.5k | 246.05 |
| 2023-03-31 | $319k | 1.4k | 228.84 |
| 2022-12-31 | $248k | 1.0k | 239.56 |
| 2022-06-30 | $255k | 1.4k | 178.57 |