Caterpillar shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.5k | 477.14 |
| 2025-06-30 | $992k | 2.6k | 388.20 |
| 2025-03-31 | $773k | 2.3k | 329.78 |
| 2024-12-31 | $881k | 2.4k | 362.73 |
| 2024-09-30 | $666k | 1.7k | 391.08 |
| 2024-06-30 | $567k | 1.7k | 333.06 |
| 2024-03-31 | $624k | 1.7k | 366.39 |
| 2023-12-31 | $512k | 1.7k | 295.64 |
| 2023-09-30 | $471k | 1.7k | 273.06 |
| 2023-06-30 | $451k | 1.8k | 246.10 |
| 2023-03-31 | $436k | 1.9k | 228.89 |
| 2022-12-31 | $432k | 1.8k | 239.61 |
| 2022-09-30 | $306k | 1.9k | 164.08 |
| 2022-06-30 | $333k | 1.9k | 178.55 |
| 2022-03-31 | $431k | 1.9k | 222.74 |
| 2021-12-31 | $400k | 1.9k | 206.72 |
| 2021-09-30 | $373k | 1.9k | 191.77 |
| 2021-06-30 | $510k | 2.3k | 217.48 |
| 2021-03-31 | $566k | 2.4k | 231.68 |
| 2020-12-31 | $505k | 2.8k | 181.98 |
| 2020-09-30 | $441k | 3.0k | 149.24 |
| 2020-06-30 | $374k | 3.0k | 126.57 |
| 2020-03-31 | $296k | 2.6k | 115.85 |
| 2019-12-31 | $438k | 3.0k | 147.72 |
| 2019-09-30 | $393k | 3.1k | 126.16 |
| 2019-06-30 | $493k | 3.6k | 136.38 |
| 2019-03-31 | $456k | 3.4k | 135.51 |
| 2018-12-31 | $437k | 3.4k | 127.03 |
| 2018-09-30 | $780k | 5.1k | 152.49 |
| 2018-06-30 | $545k | 4.0k | 135.74 |
| 2018-03-31 | $604k | 4.1k | 147.50 |
| 2017-12-31 | $448k | 2.8k | 157.47 |