Claris Financial LLC Caterpillar Inc Transaction History
Claris Financial LLC
- $119 Million
 - Q2 2025
 
A detailed history of Claris Financial LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Claris Financial LLC holds 1,654 shares of CAT stock, worth $943,755. This represents 0.54% of its overall portfolio holdings.
Number of Shares
1,654
              Previous 1,162
              
        
           42.34%
        
      
          
        Holding current value
$943,755
            Previous $383,000
            
        
           67.62%
        
      
          
        % of portfolio
0.54%
            Previous 0.27%
          
        Shares
	  2 transactions
	
  Others Institutions Holding CAT
# of Institutions
3,529Shares Held
337MCall Options Held
6.89MPut Options Held
7.18M- 
    
      Vanguard Group Inc Valley Forge, PA46.1MShares$26.3 Billion0.3% of portfolio
 - 
    
      Black Rock Inc. New York, NY36.2MShares$20.7 Billion0.28% of portfolio
 - 
    
      State Street Corp Boston, MA35.9MShares$20.5 Billion0.54% of portfolio
 - 
    
      State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$10.1 Billion6.12% of portfolio
 - 
    
      Geode Capital Management, LLC Boston, MA10.5MShares$5.97 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 $301B
 - 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...