Balboa Wealth Partners Caterpillar Inc Transaction History
Balboa Wealth Partners
- $476 Million
- Q2 2025
A detailed history of Balboa Wealth Partners transactions in Caterpillar Inc stock. As of the latest transaction made, Balboa Wealth Partners holds 1,085 shares of CAT stock, worth $544,800. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,085
Previous 1,434
24.34%
Holding current value
$544,800
Previous $472,000
10.81%
% of portfolio
0.09%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding CAT
# of Institutions
3,438Shares Held
336MCall Options Held
6.67MPut Options Held
7.2M-
Vanguard Group Inc Valley Forge, PA46.1MShares$23.1 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$18.2 Billion0.28% of portfolio
-
State Street Corp Boston, MA35.9MShares$18.1 Billion0.54% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$8.87 Billion6.12% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.26 Billion0.29% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $265B
- 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...