Elevate Wealth Advisory, Inc Caterpillar Inc Transaction History
Elevate Wealth Advisory, Inc
- $141 Billion
- Q2 2025
A detailed history of Elevate Wealth Advisory, Inc transactions in Caterpillar Inc stock. As of the latest transaction made, Elevate Wealth Advisory, Inc holds 2,737 shares of CAT stock, worth $1.36 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
2,737
Previous 2,862
4.37%
Holding current value
$1.36 Million
Previous $944 Million
12.57%
% of portfolio
0.76%
Previous 0.67%
Shares
7 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...