Evermay Wealth Management LLC Caterpillar Inc Transaction History

Evermay Wealth Management LLC

$806 Million
Q2 2025

A detailed history of Evermay Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Evermay Wealth Management LLC holds 2,555 shares of CAT stock, worth $1.11 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,555

Previous 2,345 8.96%

Holding current value

$1.11 Million

Previous $773,000 28.2%

% of portfolio

0.12%

Previous 0.1%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$273.94 - $388.21 $57,527 - $81,524	210 Added 8.96%	2,555 $991,000
Q1 2025 May 07, 2025	SELL	$326.75 - $407.63 $27,120 - $33,833	-83 Reduced 3.42%	2,345 $773,000
Q4 2024 Jan 23, 2025	BUY	$360.37 - $416.88 $261,628 - $302,654	726 Added 42.66%	2,428 $880,000
Q1 2024 May 13, 2024	SELL	$278.63 - $366.43 $8,358 - $10,992	-30 Reduced 1.73%	1,702 $623,000
Q4 2023 Feb 09, 2024	BUY	$226.05 - $298.12 $2,034 - $2,683	9 Added 0.52%	1,732 $512,000
Q3 2023 Nov 13, 2023	SELL	$240.58 - $288.65 $26,463 - $31,751	-110 Reduced 6.0%	1,723 $470,000
Q2 2023 Aug 10, 2023	SELL	$205.75 - $247.67 $14,608 - $17,584	-71 Reduced 3.73%	1,833 $451,000
Q1 2023 May 15, 2023	BUY	$215.01 - $264.54 $21,501 - $26,454	100 Added 5.54%	1,904 $435,000
Q4 2022 Jan 19, 2023	SELL	$171.23 - $243.14 $10,445 - $14,831	-61 Reduced 3.27%	1,804 $0
Q2 2022 Aug 15, 2022	SELL	$178.67 - $235.08 $12,506 - $16,455	-70 Reduced 3.62%	1,865 $333,000
Q4 2021 Feb 14, 2022	SELL	$188.94 - $214.25 $1,889 - $2,142	-10 Reduced 0.51%	1,935 $400,000
Q3 2021 Nov 12, 2021	SELL	$189.84 - $221.66 $75,936 - $88,664	-400 Reduced 17.06%	1,945 $373,000
Q2 2021 Aug 13, 2021	SELL	$208.86 - $244.79 $20,468 - $23,989	-98 Reduced 4.01%	2,345 $510,000
Q1 2021 May 10, 2021	SELL	$180.63 - $233.63 $59,969 - $77,565	-332 Reduced 11.96%	2,443 $566,000
Q4 2020 Feb 16, 2021	SELL	$146.71 - $182.21 $26,407 - $32,797	-180 Reduced 6.09%	2,775 $505,000
Q2 2020 Jul 20, 2020	BUY	$104.48 - $137.72 $41,792 - $55,088	400 Added 15.66%	2,955 $374,000
Q1 2020 Apr 24, 2020	SELL	$91.85 - $150.53 $37,658 - $61,717	-410 Reduced 13.83%	2,555 $296,000
Q4 2019 Feb 11, 2020	SELL	$117.97 - $148.5 $17,695 - $22,275	-150 Reduced 4.82%	2,965 $438,000
Q3 2019 Oct 29, 2019	SELL	$113.38 - $139.64 $56,690 - $69,820	-500 Reduced 13.83%	3,115 $393,000
Q2 2019 Jul 23, 2019	BUY	$119.81 - $143.36 $29,952 - $35,840	250 Added 7.43%	3,615 $493,000
Q1 2019 May 03, 2019	SELL	$121.51 - $141.41 $9,113 - $10,605	-75 Reduced 2.18%	3,365 $456,000
Q4 2018 Jan 24, 2019	SELL	$112.34 - $158.22 $188,169 - $265,018	-1,675 Reduced 32.75%	3,440 $437,000
Q3 2018 Oct 29, 2018	BUY	$132.02 - $156.38 $145,222 - $172,018	1,100 Added 27.4%	5,115 $780,000
Q2 2018 Aug 06, 2018	SELL	$134.61 - $158.92 $10,768 - $12,713	-80 Reduced 1.95%	4,015 $545,000
Q1 2018 May 04, 2018	BUY	$144.29 - $170.89 $180,362 - $213,612	1,250 Added 43.94%	4,095 $604,000
Q4 2017 Feb 07, 2018	BUY	$124.72 - $158.42 $354,828 - $450,704	2,845	2,845 $448,000

Others Institutions Holding CAT

# of Institutions

3,339

Shares Held

336M

Call Options Held

6.93M

Put Options Held

6.22M

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $229B
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...

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Evermay Wealth Management LLC Caterpillar Inc Transaction History