EWM
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Evercore Wealth Management’s Caterpillar CAT Stock Holding History

Evercore Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.3M Sell
8,889
-67
-0.7% -$46.4K 0.1% 91
2025
Q4 		$5.13M Sell
8,956
-777
-8% -$432K 0.08% 105
2025
Q3 		$4.64M Buy
9,733
+9
+0.1% +$3.84K 0.07% 108
2025
Q2 		$3.77M Buy
9,724
+240
+3% +$80K 0.06% 120
2025
Q1 		$3.13M Sell
9,484
-683
-7% -$243K 0.05% 128
2024
Q4 		$3.69M Buy
10,167
+194
+2% +$75.2K 0.06% 122
2024
Q3 		$3.9M Sell
9,973
-149
-1% -$51.5K 0.06% 116
2024
Q2 		$3.37M Sell
10,122
-57
-0.6% -$19.8K 0.05% 121
2024
Q1 		$3.73M Sell
10,179
-547
-5% -$175K 0.06% 117
2023
Q4 		$3.17M Sell
10,726
-10
-0.1% -$2.59K 0.05% 126
2023
Q3 		$2.93M Buy
10,736
+1,039
+11% +$282K 0.05% 124
2023
Q2 		$2.39M Sell
9,697
-50
-0.5% -$11.1K 0.04% 143
2023
Q1 		$2.23M Sell
9,747
-861
-8% -$208K 0.04% 145
2022
Q4 		$2.54M Buy
10,608
+83
+0.8% +$18.1K 0.05% 136
2022
Q3 		$1.73M Sell
10,525
-65
-0.6% -$11.9K 0.04% 151
2022
Q2 		$1.89M Sell
10,590
-1,187
-10% -$250K 0.04% 149
2022
Q1 		$2.62M Hold
11,777
– – 0.05% 145
2021
Q4 		$2.44M Sell
11,777
-798
-6% -$161K 0.04% 153
2021
Q3 		$2.41M Hold
12,575
– – 0.04% 153
2021
Q2 		$2.74M Buy
12,575
+214
+2% +$49.4K 0.05% 149
2021
Q1 		$2.87M Buy
12,361
+897
+8% +$186K 0.06% 143
2020
Q4 		$2.09M Sell
11,464
-111
-1% -$18.8K 0.05% 152
2020
Q3 		$1.73M Buy
11,575
+28
+0.2% +$3.93K 0.04% 156
2020
Q2 		$1.46M Hold
11,547
– – 0.04% 165
2020
Q1 		$1.34M Sell
11,547
-874
-7% -$112K 0.04% 160
2019
Q4 		$1.83M Sell
12,421
-217
-2% -$30.3K 0.05% 162
2019
Q3 		$1.6M Buy
12,638
+941
+8% +$120K 0.05% 167
2019
Q2 		$1.59M Buy
11,697
+847
+8% +$112K 0.05% 165
2019
Q1 		$1.47M Buy
10,850
+747
+7% +$99.2K 0.05% 172
2018
Q4 		$1.28M Sell
10,103
-36
-0.4% -$4.68K 0.05% 163
2018
Q3 		$1.55M Buy
10,139
+2,369
+30% +$335K 0.05% 169
2018
Q2 		$1.05M Sell
7,770
-1,337
-15% -$200K 0.04% 189
2018
Q1 		$1.34M Sell
9,107
-30
-0.3% -$4.74K 0.05% 155
2017
Q4 		$1.44M Sell
9,137
-798
-8% -$111K 0.05% 164
2017
Q3 		$1.24M Hold
9,935
– – 0.05% 165
2017
Q2 		$1.07M Sell
9,935
-2,478
-20% -$252K 0.04% 175
2017
Q1 		$1.15M Buy
12,413
+661
+6% +$62.6K 0.05% 168
2016
Q4 		$1.09M Buy
11,752
+1,328
+13% +$120K 0.05% 171
2016
Q3 		$925K Sell
10,424
-2,051
-16% -$168K 0.04% 184
2016
Q2 		$946K Buy
12,475
+51
+0.4% +$3.82K 0.04% 175
2016
Q1 		$951K Sell
12,424
-2,211
-15% -$148K 0.04% 176
2015
Q4 		$995K Sell
14,635
-195
-1% -$13.6K 0.05% 182
2015
Q3 		$972K Hold
14,830
– – 0.05% 184
2015
Q2 		$1.25M Sell
14,830
-1,245
-8% -$107K 0.06% 175
2015
Q1 		$1.28M Buy
16,075
+805
+5% +$66.9K 0.06% 170
2014
Q4 		$1.4M Buy
15,270
+1,773
+13% +$173K 0.07% 150
2014
Q3 		$1.34M Buy
13,497
+1,427
+12% +$151K 0.07% 164
2014
Q2 		$1.31M Buy
12,070
+300
+3% +$31.5K 0.07% 163
2014
Q1 		$1.17M Sell
11,770
-3,720
-24% -$351K 0.07% 169
2013
Q4 		$1.41M Sell
15,490
-14,083
-48% -$1.2M 0.08% 162
2013
Q3 		$2.47M Sell
29,573
-4,740
-14% -$401K 0.14% 147
2013
Q2 		$2.83M Buy
+34,313
New +$2.92M 0.16% 134

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evercore Wealth Management's CAT Position: Q1 2026 in Review

Evercore Wealth Management reduced its Caterpillar (CAT) stake by 0.75% in Q1 2026, selling an estimated $46.4K and leaving 8,889 shares worth $6.3M. The position accounts for 0.1% of the portfolio, ranked #91.

Evercore Wealth Management first reported a position in CAT in Q2 2013 and has held it in 52 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Evercore Wealth Management held 8,889 shares of Caterpillar worth $6.3M as of Q1 2026.
  • Evercore Wealth Management sold 67 Caterpillar shares in Q1 2026, an estimated $46.4K.
  • Caterpillar made up 0.1% of Evercore Wealth Management's portfolio in Q1 2026, its #91 holding.
  • Evercore Wealth Management first reported a position in Caterpillar in Q2 2013 and has held it in 52 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.