A detailed history of Evergreen Private Wealth LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 104 shares of CAT stock, worth $57,413. This represents 0.02% of its overall portfolio holdings.

Number of Shares
104
Previous 94 10.64%
Holding current value
$57,413
Previous $36.5 Million 35.99%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025

BUY
$390.92 - $477.15 $3,909 - $4,771
10 Added 10.64%
104 $49.6 Million
Q2 2025

Jul 16, 2025

BUY
$273.94 - $388.21 $3,835 - $5,434
14 Added 17.5%
94 $36.5 Million
Q4 2023

Feb 08, 2024

BUY
$226.05 - $298.12 $18,084 - $23,849
80 New
80 $23.7 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 $291B
  • 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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