Caterpillar shares owned by Evoke Wealth
Historical chart of Evoke Wealth investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Evoke Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 3.8k | 477.17 |
| 2025-06-30 | $1.3M | 3.5k | 388.18 |
| 2025-03-31 | $1.0M | 3.2k | 329.82 |
| 2024-12-31 | $1.2M | 3.2k | 362.73 |
| 2024-09-30 | $967k | 2.5k | 391.17 |
| 2024-03-31 | $477k | 1.3k | 366.51 |
| 2023-12-31 | $387k | 1.3k | 295.85 |
| 2023-09-30 | $303k | 1.1k | 273.06 |
| 2023-06-30 | $249k | 1.0k | 245.99 |
| 2023-03-31 | $263k | 1.2k | 228.87 |
| 2022-09-30 | $124k | 755 | 164.24 |
| 2022-06-30 | $144k | 803 | 179.33 |
| 2022-03-31 | $180k | 809 | 222.50 |
| 2021-12-31 | $165k | 799 | 206.51 |
| 2021-09-30 | $153k | 798 | 191.73 |
| 2021-06-30 | $69k | 319 | 216.30 |
| 2021-03-31 | $81k | 348 | 232.76 |
| 2020-12-31 | $34k | 185 | 183.78 |
| 2020-09-30 | $28k | 185 | 151.35 |
| 2020-06-30 | $21k | 164 | 128.05 |
| 2020-03-31 | $16k | 141 | 116.23 |
| 2019-12-31 | $49k | 332 | 147.70 |
| 2019-09-30 | $38k | 303 | 126.61 |