Evercore Wealth Management, LLC

SEC CIK: 0001482689
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

CAT holding history

Caterpillar Inc in every 13F filed by Evercore Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CAT overview All 13F holders of CAT Full Q2 2026 holdings

Shares (Q2 2026): 8,582
Value: $9.14M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of CAT by Evercore Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	8,582	$9.14M	0.1%	−307−3.5%	Reduced	Holders
Q1 2026	8,889	$6.30M	0.1%	−67−0.7%	Reduced	Holders
Q4 2025	8,956	$5.13M	0.1%	−777−8.0%	Reduced	Holders
Q3 2025	9,733	$4.64M	0.1%	+9+0.1%	Added	Holders
Q2 2025	9,724	$3.77M	0.1%	+240+2.5%	Added	Holders
Q1 2025	9,484	$3.13M	0.1%	−683−6.7%	Reduced	Holders
Q4 2024	10,167	$3.69M	0.1%	+194+1.9%	Added	Holders
Q3 2024	9,973	$3.90M	0.1%	−149−1.5%	Reduced	Holders
Q2 2024	10,122	$3.37M	0.1%	−57−0.6%	Reduced	Holders
Q1 2024	10,179	$3.73M	0.1%	−547−5.1%	Reduced	Holders
Q4 2023	10,726	$3.17M	0.1%	−10−0.1%	Reduced	Holders
Q3 2023	10,736	$2.93M	0.1%	+1,039+10.7%	Added	Holders
Q2 2023	9,697	$2.39M	<0.1%	−50−0.5%	Reduced	Holders
Q1 2023	9,747	$2.23M	<0.1%	−861−8.1%	Reduced	Holders
Q4 2022	10,608	$2.54M	0.1%	+83+0.8%	Added	Holders
Q3 2022	10,525	$1.73M	<0.1%	−65−0.6%	Reduced	Holders
Q2 2022	10,590	$1.89M	<0.1%	−1,187−10.1%	Reduced	Holders
Q1 2022	11,777	$2.62M	<0.1%	00.0%	Unchanged	Holders
Q4 2021	11,777	$2.44M	<0.1%	−798−6.3%	Reduced	Holders
Q3 2021	12,575	$2.41M	<0.1%	00.0%	Unchanged	Holders
Q2 2021	12,575	$2.74M	0.1%	+214+1.7%	Added	Holders
Q1 2021	12,361	$2.87M	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.