Concurrent Investment Advisors, LLC Caterpillar Inc Transaction History
Concurrent Investment Advisors, LLC
- $4.12 Trillion
- Q1 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 21,799 shares of CAT stock, worth $7.8 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
21,799
Previous 25,747
15.33%
Holding current value
$7.8 Million
Previous $9.34 Billion
23.03%
% of portfolio
0.17%
Previous 0.25%
Shares
6 transactions
Others Institutions Holding CAT
# of Institutions
3,270Shares Held
332MCall Options Held
6.85MPut Options Held
6.13M-
Vanguard Group Inc Valley Forge, PA46.2MShares$16.5 Billion0.28% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$13 Billion0.28% of portfolio
-
State Street Corp Boston, MA36.2MShares$12.9 Billion0.5% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$6.32 Billion5.38% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$3.76 Billion0.28% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $189B
- 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...