Summit Wealth Partners, LLC Caterpillar Inc Transaction History
Summit Wealth Partners, LLC
- $519 Billion
- Q3 2024
A detailed history of Summit Wealth Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 1,684 shares of CAT stock, worth $616,411. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,684
Previous 1,684
-0.0%
Holding current value
$616,411
Previous $561 Million
17.42%
% of portfolio
0.13%
Previous 0.12%
Shares
7 transactions
Others Institutions Holding CAT
# of Institutions
3,125Shares Held
335MCall Options Held
6.57MPut Options Held
7.63M-
Vanguard Group Inc Valley Forge, PA46.5MShares$17 Billion0.33% of portfolio
-
State Street Corp Boston, MA36.4MShares$13.3 Billion0.59% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$13.3 Billion0.28% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$6.49 Billion6.04% of portfolio
-
Capital World Investors Los Angeles, CA17.5MShares$6.4 Billion1.09% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $193B
- 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...