A detailed history of Jacksonville Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Jacksonville Wealth Management, LLC holds 2,014 shares of CAT stock, worth $1.16 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
2,014
Previous 1,907 5.61%
Holding current value
$1.16 Million
Previous $629 Million 24.34%
% of portfolio
0.63%
Previous 0.62%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

BUY
$273.94 - $388.21 $29,311 - $41,538
107 Added 5.61%
2,014 $782 Million
Q1 2025

Apr 16, 2025

BUY
$326.75 - $407.63 $45,091 - $56,252
138 Added 7.8%
1,907 $629 Million
Q4 2024

Jan 21, 2025

BUY
$360.37 - $416.88 $637,494 - $737,460
1,769 New
1,769 $642 Million

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $305B
  • 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...
More about CAT
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