Kingswood Wealth Advisors, LLC Caterpillar Inc Transaction History
Kingswood Wealth Advisors, LLC
- $1.4 Trillion
- Q3 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 23,339 shares of CAT stock, worth $8.54 Million. This represents 0.65% of its overall portfolio holdings.
Number of Shares
23,339
Previous 19,718
18.36%
Holding current value
$8.54 Million
Previous $6.57 Billion
38.98%
% of portfolio
0.65%
Previous 0.59%
Shares
6 transactions
Others Institutions Holding CAT
# of Institutions
3,125Shares Held
335MCall Options Held
6.57MPut Options Held
7.63M-
Vanguard Group Inc Valley Forge, PA46.5MShares$17 Billion0.33% of portfolio
-
State Street Corp Boston, MA36.4MShares$13.3 Billion0.59% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$13.3 Billion0.28% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$6.49 Billion6.04% of portfolio
-
Capital World Investors Los Angeles, CA17.5MShares$6.4 Billion1.09% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $193B
- 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...