Caterpillar shares owned by Evernest Financial Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Evernest Financial Advisors
from 13F filings
Historical chart of Evernest Financial Advisors investment in Caterpillar
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All positions including Caterpillar held by Evernest Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Caterpillar by Evernest Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.5M | 4.2k | 354.64 |
2023-12-31 | $1.1M | 3.8k | 295.64 |
More positions owned by Evernest Financial Advisors
View all positions for Evernest Financial Advisors