Ever Source Wealth Advisors, LLC Caterpillar Inc Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,470 shares of CAT stock, worth $1.88 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,470
Previous 4,644
25.28%
Holding current value
$1.88 Million
Previous $1.53 Million
12.02%
% of portfolio
0.07%
Previous 0.09%
Shares
15 transactions
Others Institutions Holding CAT
# of Institutions
3,467Shares Held
336MCall Options Held
6.66MPut Options Held
7.18M-
Vanguard Group Inc Valley Forge, PA46.1MShares$24.9 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$19.6 Billion0.28% of portfolio
-
State Street Corp Boston, MA35.9MShares$19.4 Billion0.54% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$9.56 Billion6.12% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.66 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 $286B
- 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...