Balboa Wealth Partners Caterpillar Inc Transaction History
Balboa Wealth Partners
- $369 Million
- Q2 2024
A detailed history of Balboa Wealth Partners transactions in Caterpillar Inc stock. As of the latest transaction made, Balboa Wealth Partners holds 1,006 shares of CAT stock, worth $396,313. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,006
Previous 831
21.06%
Holding current value
$396,313
Previous $304,000
10.2%
% of portfolio
0.09%
Previous 0.1%
Shares
6 transactions
Others Institutions Holding CAT
# of Institutions
2,974Shares Held
340MCall Options Held
8.28MPut Options Held
8.72M-
Vanguard Group Inc Valley Forge, PA46.5MShares$18.3 Billion0.3% of portfolio
-
State Street Corp Boston, MA36.6MShares$14.4 Billion0.54% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$14.3 Billion0.28% of portfolio
-
Capital World Investors Los Angeles, CA19.3MShares$7.6 Billion1.08% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$6.99 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 $208B
- 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...