EWM
Evercore Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.77M | Buy |
9,724
+240
| +3% | +$93.2K | 0.06% | 120 |
|
|
2025
Q1 | $3.13M | Sell |
9,484
-683
| -7% | -$225K | 0.05% | 127 |
|
|
2024
Q4 | $3.69M | Buy |
10,167
+194
| +2% | +$70.4K | 0.06% | 122 |
|
|
2024
Q3 | $3.9M | Sell |
9,973
-149
| -1% | -$58.3K | 0.06% | 116 |
|
|
2024
Q2 | $3.37M | Sell |
10,122
-57
| -0.6% | -$19K | 0.05% | 121 |
|
|
2024
Q1 | $3.73M | Sell |
10,179
-547
| -5% | -$200K | 0.06% | 117 |
|
|
2023
Q4 | $3.17M | Sell |
10,726
-10
| -0.1% | -$2.96K | 0.05% | 126 |
|
|
2023
Q3 | $2.93M | Buy |
10,736
+1,039
| +11% | +$284K | 0.05% | 124 |
|
|
2023
Q2 | $2.39M | Sell |
9,697
-50
| -0.5% | -$12.3K | 0.04% | 143 |
|
|
2023
Q1 | $2.23M | Sell |
9,747
-861
| -8% | -$197K | 0.04% | 145 |
|
|
2022
Q4 | $2.54M | Buy |
10,608
+83
| +0.8% | +$19.9K | 0.05% | 136 |
|
|
2022
Q3 | $1.73M | Sell |
10,525
-65
| -0.6% | -$10.7K | 0.04% | 151 |
|
|
2022
Q2 | $1.89M | Sell |
10,590
-1,187
| -10% | -$212K | 0.04% | 149 |
|
|
2022
Q1 | $2.62M | Hold |
11,777
| – | – | 0.05% | 145 |
|
|
2021
Q4 | $2.44M | Sell |
11,777
-798
| -6% | -$165K | 0.04% | 153 |
|
|
2021
Q3 | $2.41M | Hold |
12,575
| – | – | 0.04% | 153 |
|
|
2021
Q2 | $2.74M | Buy |
12,575
+214
| +2% | +$46.6K | 0.05% | 149 |
|
|
2021
Q1 | $2.87M | Buy |
12,361
+897
| +8% | +$208K | 0.06% | 143 |
|
|
2020
Q4 | $2.09M | Sell |
11,464
-111
| -1% | -$20.2K | 0.05% | 151 |
|
|
2020
Q3 | $1.73M | Buy |
11,575
+28
| +0.2% | +$4.18K | 0.04% | 156 |
|
|
2020
Q2 | $1.46M | Hold |
11,547
| – | – | 0.04% | 165 |
|
|
2020
Q1 | $1.34M | Sell |
11,547
-874
| -7% | -$101K | 0.04% | 160 |
|
|
2019
Q4 | $1.83M | Sell |
12,421
-217
| -2% | -$32K | 0.05% | 162 |
|
|
2019
Q3 | $1.6M | Buy |
12,638
+941
| +8% | +$119K | 0.05% | 167 |
|
|
2019
Q2 | $1.6M | Buy |
11,697
+847
| +8% | +$115K | 0.05% | 165 |
|
|
2019
Q1 | $1.47M | Buy |
10,850
+747
| +7% | +$101K | 0.05% | 172 |
|
|
2018
Q4 | $1.28M | Sell |
10,103
-36
| -0.4% | -$4.58K | 0.05% | 163 |
|
|
2018
Q3 | $1.55M | Buy |
10,139
+2,369
| +30% | +$361K | 0.05% | 169 |
|
|
2018
Q2 | $1.05M | Sell |
7,770
-1,337
| -15% | -$181K | 0.04% | 189 |
|
|
2018
Q1 | $1.34M | Sell |
9,107
-30
| -0.3% | -$4.42K | 0.05% | 155 |
|
|
2017
Q4 | $1.44M | Sell |
9,137
-798
| -8% | -$126K | 0.05% | 164 |
|
|
2017
Q3 | $1.24M | Hold |
9,935
| – | – | 0.05% | 165 |
|
|
2017
Q2 | $1.07M | Sell |
9,935
-2,478
| -20% | -$266K | 0.04% | 173 |
|
|
2017
Q1 | $1.15M | Buy |
12,413
+661
| +6% | +$61.3K | 0.05% | 167 |
|
|
2016
Q4 | $1.09M | Buy |
11,752
+1,328
| +13% | +$123K | 0.05% | 170 |
|
|
2016
Q3 | $925K | Sell |
10,424
-2,051
| -16% | -$182K | 0.04% | 184 |
|
|
2016
Q2 | $946K | Buy |
12,475
+51
| +0.4% | +$3.87K | 0.04% | 175 |
|
|
2016
Q1 | $951K | Sell |
12,424
-2,211
| -15% | -$169K | 0.04% | 176 |
|
|
2015
Q4 | $995K | Sell |
14,635
-195
| -1% | -$13.3K | 0.05% | 182 |
|
|
2015
Q3 | $972K | Hold |
14,830
| – | – | 0.05% | 184 |
|
|
2015
Q2 | $1.26M | Sell |
14,830
-1,245
| -8% | -$105K | 0.06% | 175 |
|
|
2015
Q1 | $1.29M | Buy |
16,075
+805
| +5% | +$64.4K | 0.06% | 170 |
|
|
2014
Q4 | $1.4M | Buy |
15,270
+1,773
| +13% | +$162K | 0.07% | 150 |
|
|
2014
Q3 | $1.34M | Buy |
13,497
+1,427
| +12% | +$142K | 0.07% | 164 |
|
|
2014
Q2 | $1.31M | Buy |
12,070
+300
| +3% | +$32.6K | 0.07% | 163 |
|
|
2014
Q1 | $1.17M | Sell |
11,770
-3,720
| -24% | -$370K | 0.07% | 169 |
|
|
2013
Q4 | $1.41M | Sell |
15,490
-14,083
| -48% | -$1.28M | 0.08% | 162 |
|
|
2013
Q3 | $2.47M | Sell |
29,573
-4,740
| -14% | -$396K | 0.14% | 147 |
|
|
2013
Q2 | $2.83M | Buy |
+34,313
| New | +$2.83M | 0.16% | 134 |
|