Heartwood Wealth Advisors LLC Caterpillar Inc Transaction History
Heartwood Wealth Advisors LLC
- $894 Million
- Q3 2024
A detailed history of Heartwood Wealth Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,904 shares of CAT stock, worth $1.1 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
2,904
Previous 2,754
5.45%
Holding current value
$1.1 Million
Previous $917,000
23.77%
% of portfolio
0.13%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding CAT
# of Institutions
3,041Shares Held
343MCall Options Held
8.28MPut Options Held
8.74M-
Vanguard Group Inc Valley Forge, PA46.5MShares$17.6 Billion0.3% of portfolio
-
State Street Corp Boston, MA36.6MShares$13.9 Billion0.54% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$13.7 Billion0.28% of portfolio
-
Capital World Investors Los Angeles, CA19.3MShares$7.32 Billion1.08% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$6.73 Billion5.34% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $200B
- 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...