Elwood & Goetz Wealth Advisory Group, LLC Caterpillar Inc Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $493 Million
- Q3 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 1,597 shares of CAT stock, worth $881,623. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,597
Previous 1,401
13.99%
Holding current value
$881,623
Previous $543,000
40.33%
% of portfolio
0.15%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding CAT
# of Institutions
3,621Shares Held
338MCall Options Held
7.64MPut Options Held
7.64M-
Vanguard Group Inc Valley Forge, PA45.9MShares$25.4 Billion0.34% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$20 Billion0.28% of portfolio
-
State Street Corp Boston, MA35MShares$19.3 Billion0.6% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.5MShares$9.67 Billion7.03% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.81 Billion0.33% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $291B
- 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...