Caterpillar shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 3.8k | 391.12 |
| 2024-06-30 | $1.4M | 4.0k | 346.22 |
| 2024-03-31 | $1.4M | 4.1k | 334.55 |
| 2023-12-31 | $700k | 2.4k | 295.65 |
| 2023-09-30 | $652k | 2.4k | 273.00 |
| 2023-06-30 | $592k | 2.4k | 246.05 |
| 2023-03-31 | $630k | 2.8k | 228.86 |
| 2022-12-31 | $464k | 1.9k | 241.56 |
| 2022-09-30 | $281k | 1.7k | 166.67 |
| 2022-06-30 | $243k | 1.4k | 179.92 |
| 2022-03-31 | $287k | 1.4k | 208.33 |
| 2021-12-31 | $113k | 544 | 207.55 |
More positions owned by EverSource Wealth Advisors
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