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Caterpillar shares owned by Evolution Wealth Management

Quarter-by-quarter ownership of Caterpillar (CAT) shares owned by Evolution Wealth Management from 13F filings

Historical chart of Evolution Wealth Management investment in Caterpillar

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All positions including Caterpillar held by Evolution Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caterpillar by Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $78k 73 1064.90
2026-03-31 $50k 70 708.46
2025-12-31 $11k 19 572.89
2025-09-30 $9.1k 19 477.16
2025-06-30 $6.6k 17 388.24

More positions owned by Evolution Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Innovator Etfs Trust Quity Managd Flr (SFLR)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Listed Fds Tr Shares Core Bd (OVB)
Aim Etf Products Trust All B20 All Etf (SPBW)
Ishares Tr Eafe Grwth Etf (EFG)
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)
Ishares Tr Eafe Value Etf (EFV)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Evolution Wealth Management

Top funds holding Caterpillar

California State Teachers Retirement System
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Bill & Melinda Gates Foundation Trust
FMR
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T. Rowe Price Associates

View all funds holding Caterpillar