Avantax Advisory Services, Inc. Caterpillar Inc Transaction History
Avantax Advisory Services, Inc.
- $17.6 Billion
- Q2 2025
A detailed history of Avantax Advisory Services, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 50,185 shares of CAT stock, worth $24.7 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
50,185
Previous 49,091
2.23%
Holding current value
$24.7 Million
Previous $16.2 Million
20.33%
% of portfolio
0.11%
Previous 0.1%
Shares
27 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$22.6 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$17.8 Billion0.28% of portfolio
-
State Street Corp Boston, MA35.9MShares$17.7 Billion0.54% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$8.68 Billion6.12% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.14 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 $259B
- 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...