Financial Synergies Wealth Advisors, Inc. Caterpillar Inc Transaction History
Financial Synergies Wealth Advisors, Inc.
- $988 Billion
- Q3 2025
A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 2,810 shares of CAT stock, worth $1.55 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
2,810
Previous 2,794
0.57%
Holding current value
$1.55 Million
Previous $1.08 Billion
23.64%
% of portfolio
0.14%
Previous 0.12%
Shares
10 transactions
Others Institutions Holding CAT
# of Institutions
3,616Shares Held
337MCall Options Held
7.64MPut Options Held
7.64M-
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...