Icon Wealth Advisors, LLC Caterpillar Inc Transaction History
Icon Wealth Advisors, LLC
- $1.33 Billion
- Q2 2025
A detailed history of Icon Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,945 shares of CAT stock, worth $963,514. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,945
Previous 1,830
6.28%
Holding current value
$963,514
Previous $603,000
25.21%
% of portfolio
0.06%
Previous 0.05%
Shares
9 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$22.8 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$17.9 Billion0.28% of portfolio
-
State Street Corp Boston, MA35.9MShares$17.8 Billion0.54% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$8.75 Billion6.12% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.19 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 $262B
- 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...