Concentric Wealth Management, LLC Caterpillar Inc Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
A detailed history of Concentric Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 3,075 shares of CAT stock, worth $1.2 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,075
Previous 3,075
-0.0%
Holding current value
$1.2 Million
Previous $1.02 Million
17.38%
% of portfolio
0.25%
Previous 0.27%
Shares
11 transactions
Others Institutions Holding CAT
# of Institutions
3,121Shares Held
336MCall Options Held
6.57MPut Options Held
7.63M-
Vanguard Group Inc Valley Forge, PA46.5MShares$18.1 Billion0.33% of portfolio
-
State Street Corp Boston, MA36.4MShares$14.2 Billion0.59% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$14.1 Billion0.28% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$6.91 Billion6.04% of portfolio
-
Capital World Investors Los Angeles, CA17.5MShares$6.81 Billion1.09% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $206B
- 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...