Jamison Private Wealth Management, Inc. Caterpillar Inc Transaction History
Jamison Private Wealth Management, Inc.
- $789 Billion
- Q3 2025
A detailed history of Jamison Private Wealth Management, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 33,945 shares of CAT stock, worth $19.4 Million. This represents 2.05% of its overall portfolio holdings.
Number of Shares
33,945
Previous 33,847
0.29%
Holding current value
$19.4 Million
Previous $13.1 Billion
23.27%
% of portfolio
2.05%
Previous 1.89%
Shares
9 transactions
Others Institutions Holding CAT
# of Institutions
3,529Shares Held
337MCall Options Held
6.89MPut Options Held
7.18M-
Vanguard Group Inc Valley Forge, PA46.1MShares$26.3 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$20.7 Billion0.28% of portfolio
-
State Street Corp Boston, MA35.9MShares$20.5 Billion0.54% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$10.1 Billion6.12% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.97 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 $301B
- 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...