Atlantic Private Wealth, LLC Caterpillar Inc Transaction History
Atlantic Private Wealth, LLC
- $140 Million
- Q2 2025
A detailed history of Atlantic Private Wealth, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 215 shares of CAT stock, worth $107,955. This represents 0.06% of its overall portfolio holdings.
Number of Shares
215
Previous 214
0.47%
Holding current value
$107,955
Previous $70,000
18.57%
% of portfolio
0.06%
Previous 0.06%
Shares
9 transactions
Others Institutions Holding CAT
# of Institutions
3,443Shares Held
337MCall 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...