Elwood & Goetz Wealth Advisory Group, LLC Caterpillar Inc Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $408 Million
- Q1 2025
A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 1,138 shares of CAT stock, worth $367,699. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,138
Previous 1,916
40.61%
Holding current value
$367,699
Previous $695,000
46.04%
% of portfolio
0.09%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding CAT
# of Institutions
3,279Shares Held
342MCall Options Held
5.59MPut Options Held
6.95M-
Vanguard Group Inc Valley Forge, PA46.8MShares$15.1 Billion0.3% of portfolio
-
State Street Corp Boston, MA36.6MShares$11.8 Billion0.54% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$11.7 Billion0.28% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$5.73 Billion5.91% of portfolio
-
Capital World Investors Los Angeles, CA16.4MShares$5.3 Billion0.94% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $171B
- 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...