Capital Advisors Wealth Management, LLC Caterpillar Inc Transaction History
Capital Advisors Wealth Management, LLC
- $623 Million
- Q2 2025
A detailed history of Capital Advisors Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 1,373 shares of CAT stock, worth $683,548. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,373
Previous 1,327
3.47%
Holding current value
$683,548
Previous $437,000
21.97%
% of portfolio
0.09%
Previous 0.08%
Shares
12 transactions
Others Institutions Holding CAT
# of Institutions
3,436Shares Held
336MCall Options Held
6.67MPut Options Held
7.2M-
Vanguard Group Inc Valley Forge, PA46.1MShares$22.9 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$18 Billion0.28% of portfolio
-
State Street Corp Boston, MA35.9MShares$17.9 Billion0.54% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$8.8 Billion6.12% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.21 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 $263B
- 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...