Rooted Wealth Advisors, Inc. Caterpillar Inc Transaction History
Rooted Wealth Advisors, Inc.
- $227 Million
- Q2 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 3,002 shares of CAT stock, worth $1.19 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
3,002
Previous 3,687
18.58%
Holding current value
$1.19 Million
Previous $1.35 Million
20.52%
% of portfolio
0.47%
Previous 0.66%
Shares
7 transactions
Others Institutions Holding CAT
# of Institutions
2,977Shares Held
340MCall Options Held
8.28MPut Options Held
8.72M-
Vanguard Group Inc Valley Forge, PA46.5MShares$18.5 Billion0.3% of portfolio
-
State Street Corp Boston, MA36.6MShares$14.5 Billion0.54% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$14.4 Billion0.28% of portfolio
-
Capital World Investors Los Angeles, CA19.3MShares$7.66 Billion1.08% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$7.04 Billion5.34% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $210B
- 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...