Summit Wealth Partners, LLC Caterpillar Inc Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 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 $628,654. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,684
Previous 1,684
-0.0%
Holding current value
$628,654
Previous $617 Million
9.1%
% of portfolio
0.12%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding CAT
# of Institutions
2,971Shares Held
340MCall Options Held
8.28MPut Options Held
8.72M-
Vanguard Group Inc Valley Forge, PA46.5MShares$17.4 Billion0.3% of portfolio
-
State Street Corp Boston, MA36.6MShares$13.7 Billion0.54% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$13.5 Billion0.28% of portfolio
-
Capital World Investors Los Angeles, CA19.3MShares$7.2 Billion1.08% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$6.62 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 $197B
- 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...