Caterpillar shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution Wealth Advisors investment in Caterpillar
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Quarterly reported holdings in Caterpillar by Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $239k | 337 | 708.46 |
| 2021-09-30 | $15k | 78 | 192.31 |
| 2021-06-30 | $17k | 78 | 217.95 |
| 2021-03-31 | $18k | 78 | 230.77 |
| 2020-12-31 | $14k | 78 | 179.49 |
| 2020-09-30 | $12k | 78 | 153.85 |
| 2020-06-30 | $10k | 78 | 128.21 |
| 2019-12-31 | $12k | 81 | 148.15 |