Strategic Financial Concepts, LLC Caterpillar Inc Transaction History
Strategic Financial Concepts, LLC
- $688 Billion
- Q3 2025
A detailed history of Strategic Financial Concepts, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 926 shares of CAT stock, worth $511,198. This represents 0.06% of its overall portfolio holdings.
Number of Shares
926
Previous 909
1.87%
Holding current value
$511,198
Previous $359 Million
23.14%
% of portfolio
0.06%
Previous 0.05%
Shares
8 transactions
Others Institutions Holding CAT
# of Institutions
3,628Shares Held
337MCall Options Held
7.41MPut Options Held
7.35M-
Vanguard Group Inc Valley Forge, PA45.9MShares$25.4 Billion0.34% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$20 Billion0.28% of portfolio
-
State Street Corp Boston, MA35MShares$19.3 Billion0.6% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.5MShares$9.67 Billion7.03% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.81 Billion0.33% of portfolio
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...