A detailed history of Evercore Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 9,973 shares of CAT stock, worth $3.63 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,973
Previous 10,122 1.47%
Holding current value
$3.63 Million
Previous $3.37 Million 15.69%
% of portfolio
0.06%
Previous 0.05%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $192B
  • 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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