Bridgewealth Advisory Group, LLC Caterpillar Inc Transaction History
Bridgewealth Advisory Group, LLC
- $431 Billion
- Q3 2025
A detailed history of Bridgewealth Advisory Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 1,259 shares of CAT stock, worth $695,030. This represents 0.14% of its overall portfolio holdings.
Number of Shares
1,259
Previous 1,257
0.16%
Holding current value
$695,030
Previous $488 Million
23.14%
% of portfolio
0.14%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding CAT
# of Institutions
3,616Shares Held
337MCall Options Held
7.64MPut Options Held
7.64M-
Vanguard Group Inc Valley Forge, PA45.9MShares$25.4 Billion0.34% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$20 Billion0.28% of portfolio
-
State Street Corp Boston, MA35MShares$19.3 Billion0.6% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.5MShares$9.67 Billion7.03% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.81 Billion0.33% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $291B
- 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...