EVERCORE WEALTH MANAGEMENT, LLC – Caterpillar Inc. Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$1.72M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-8.21%
quarter
Caterpillar Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.61% | -65 shares | -166K | $164.08 | 10.52K |
| Q2 2022 | share | Decrease | -10.08% | -1.18K shares | -731K | $178.76 | 10.59K |
| Q1 2022 | share | 0.00% | 0 shares | 189K | $222.82 | 11.77K | |
| Q4 2021 | share | Decrease | -6.35% | -798 shares | 21K | $206.08 | 11.77K |
| Q3 2021 | share | 0.00% | 0 shares | -323K | $190.91 | 12.57K | |
| Q2 2021 | share | Increase | +1.73% | 214 shares | -129K | $215.26 | 12.57K |
| Q1 2021 | share | Increase | +7.82% | 897 shares | 779K | $228.32 | 12.36K |
| Q4 2020 | share | Decrease | -0.96% | -111 shares | 361K | $178.29 | 11.46K |
| Q3 2020 | share | Increase | +0.24% | 28 shares | 266K | $145.2 | 11.57K |
| Q2 2020 | share | 0.00% | 0 shares | 120K | $122.23 | 11.54K | |
| Q1 2020 | share | Decrease | -7.04% | -874 shares | -494K | $111.14 | 11.54K |
| Q4 2019 | share | Decrease | -1.72% | -217 shares | 238K | $140.47 | 12.42K |
| Q3 2019 | share | Increase | +8.04% | 941 shares | 1K | $119.2 | 12.63K |
| Q2 2019 | share | Increase | +7.81% | 847 shares | 125K | $127.65 | 11.69K |
| Q1 2019 | share | Increase | +7.39% | 747 shares | 186K | $126.15 | 10.85K |
| Q4 2018 | share | Decrease | -0.36% | -36 shares | -262K | $117.57 | 10.10K |
| Q3 2018 | share | Increase | +30.49% | 2.36K shares | 492K | $140.17 | 10.13K |
| Q2 2018 | share | Decrease | -14.68% | -1.33K shares | -288K | $123.94 | 7.77K |
| Q1 2018 | share | Decrease | -0.33% | -30 shares | -97K | $133.96 | 9.10K |
| Q4 2017 | share | Decrease | -8.03% | -798 shares | 200K | $142.58 | 9.13K |
| Q3 2017 | share | 0.00% | 0 shares | 171K | $112.17 | 9.93K | |
| Q2 2017 | share | Decrease | -19.96% | -2.47K shares | -83K | $95.96 | 9.93K |
| Q1 2017 | share | Increase | +5.62% | 661 shares | 61K | $82.16 | 12.41K |
| Q4 2016 | share | Increase | +12.74% | 1.32K shares | 165K | $81.47 | 11.75K |
| Q3 2016 | share | Decrease | -16.44% | -2.05K shares | -21K | $77.3 | 10.42K |
| Q2 2016 | share | Increase | +0.41% | 51 shares | -5K | $65.38 | 12.47K |
| Q1 2016 | share | Decrease | -15.11% | -2.21K shares | -44K | $65.37 | 12.42K |