Evercore Wealth Management, LLC Caterpillar Inc Transaction History

Evercore Wealth Management, LLC

  • $6.2 Billion
  • Q2 2025

A detailed history of Evercore Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 9,724 shares of CAT stock, worth $4.73 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,724
Previous 9,484 2.53%
Holding current value
$4.73 Million
Previous $3.13 Million 20.69%
% of portfolio
0.06%
Previous 0.05%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$273.94 - $388.21 $65,745 - $93,170
240 Added 2.53%
9,724 $3.77 Million
Q1 2025

May 15, 2025
SELL
$326.75 - $407.63 $223,170 - $278,411
-683 Reduced 6.72%
9,484 $3.13 Million
Q4 2024

Feb 14, 2025
BUY
$360.37 - $416.88 $69,911 - $80,874
194 Added 1.95%
10,167 $3.69 Million
Q3 2024

Nov 14, 2024
SELL
$316.8 - $391.12 $47,203 - $58,276
-149 Reduced 1.47%
9,973 $3.9 Million
Q2 2024

Aug 14, 2024
SELL
$321.47 - $379.3 $18,323 - $21,620
-57 Reduced 0.56%
10,122 $3.37 Million
Q1 2024

May 15, 2024
SELL
$278.63 - $366.43 $152,410 - $200,437
-547 Reduced 5.1%
10,179 $3.73 Million
Q4 2023

Feb 14, 2024
SELL
$226.05 - $298.12 $2,260 - $2,981
-10 Reduced 0.09%
10,726 $3.17 Million
Q3 2023

Nov 14, 2023
BUY
$240.58 - $288.65 $249,962 - $299,907
1,039 Added 10.71%
10,736 $2.93 Million
Q2 2023

Aug 04, 2023
SELL
$205.75 - $247.67 $10,287 - $12,383
-50 Reduced 0.51%
9,697 $2.39 Million
Q1 2023

May 15, 2023
SELL
$215.01 - $264.54 $185,123 - $227,768
-861 Reduced 8.12%
9,747 $2.23 Million
Q4 2022

Feb 14, 2023
BUY
$171.23 - $243.14 $14,212 - $20,180
83 Added 0.79%
10,608 $2.54 Million
Q3 2022

Nov 14, 2022
SELL
$162.44 - $198.25 $10,558 - $12,886
-65 Reduced 0.61%
10,525 $1.73 Million
Q2 2022

Aug 15, 2022
SELL
$178.67 - $235.08 $212,081 - $279,039
-1,187 Reduced 10.08%
10,590 $1.89 Million
Q4 2021

Feb 14, 2022
SELL
$188.94 - $214.25 $150,774 - $170,971
-798 Reduced 6.35%
11,777 $2.44 Million
Q2 2021

Aug 16, 2021
BUY
$208.86 - $244.79 $44,696 - $52,385
214 Added 1.73%
12,575 $2.74 Million
Q1 2021

May 17, 2021
BUY
$180.63 - $233.63 $162,025 - $209,566
897 Added 7.82%
12,361 $2.87 Million
Q4 2020

Feb 16, 2021
SELL
$146.71 - $182.21 $16,284 - $20,225
-111 Reduced 0.96%
11,464 $2.09 Million
Q3 2020

Nov 16, 2020
BUY
$125.73 - $153.87 $3,520 - $4,308
28 Added 0.24%
11,575 $1.73 Million
Q1 2020

May 14, 2020
SELL
$91.85 - $150.53 $80,276 - $131,563
-874 Reduced 7.04%
11,547 $1.34 Million
Q4 2019

Feb 13, 2020
SELL
$117.97 - $148.5 $25,599 - $32,224
-217 Reduced 1.72%
12,421 $1.83 Million
Q3 2019

Nov 14, 2019
BUY
$113.38 - $139.64 $106,690 - $131,401
941 Added 8.04%
12,638 $1.6 Million
Q2 2019

Aug 13, 2019
BUY
$119.81 - $143.36 $101,479 - $121,425
847 Added 7.81%
11,697 $1.6 Million
Q1 2019

May 14, 2019
BUY
$121.51 - $141.41 $90,767 - $105,633
747 Added 7.39%
10,850 $1.47 Million
Q4 2018

Feb 13, 2019
SELL
$112.34 - $158.22 $4,044 - $5,695
-36 Reduced 0.36%
10,103 $1.28 Million
Q3 2018

Nov 13, 2018
BUY
$132.02 - $156.38 $312,755 - $370,464
2,369 Added 30.49%
10,139 $1.55 Million
Q2 2018

Aug 14, 2018
SELL
$134.61 - $158.92 $179,973 - $212,476
-1,337 Reduced 14.68%
7,770 $1.05 Million
Q1 2018

May 15, 2018
SELL
$144.29 - $170.89 $4,328 - $5,126
-30 Reduced 0.33%
9,107 $1.34 Million
Q4 2017

Feb 13, 2018
SELL
$124.72 - $158.42 $99,526 - $126,419
-798 Reduced 8.03%
9,137 $1.44 Million
Q3 2017

Nov 13, 2017
BUY
$112.85 - $125.23 $1.12 Million - $1.24 Million
9,935
9,935 $1.24 Million

Others Institutions Holding CAT

# of Institutions
3,436
Shares Held
336M
Call Options Held
6.67M
Put Options Held
7.2M
View Full List

About CATERPILLAR INC

CAT Quotes by TradingView
  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $257B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
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