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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Quarterly reported holdings in Caterpillar by Evernest Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 4.3k | 477.10 |
| 2025-06-30 | $1.6M | 4.2k | 388.25 |
| 2025-03-31 | $1.3M | 3.9k | 329.83 |
| 2024-12-31 | $1.5M | 4.0k | 362.77 |
| 2024-09-30 | $1.5M | 3.7k | 391.12 |
| 2024-06-30 | $1.3M | 3.8k | 333.09 |
| 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