Centricity Wealth Management, LLC Caterpillar Inc Transaction History
Centricity Wealth Management, LLC
- $125 Billion
- Q2 2025
A detailed history of Centricity Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Centricity Wealth Management, LLC holds 484 shares of CAT stock, worth $201,595. This represents 0.15% of its overall portfolio holdings.
Number of Shares
484
Previous 483
0.21%
Holding current value
$201,595
Previous $159 Million
17.94%
% of portfolio
0.15%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding CAT
# of Institutions
3,363Shares Held
336MCall Options Held
6.94MPut Options Held
6.23M-
Vanguard Group Inc Valley Forge, PA46.2MShares$19.2 Billion0.28% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$15.1 Billion0.28% of portfolio
-
State Street Corp Boston, MA36.2MShares$15.1 Billion0.5% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$7.36 Billion5.38% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$4.36 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 $220B
- 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...