Kingswood Wealth Advisors, LLC Caterpillar Inc Transaction History
Kingswood Wealth Advisors, LLC
- $867 Billion
- Q1 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 13,453 shares of CAT stock, worth $4.48 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
13,453
Previous 18,645
27.85%
Holding current value
$4.48 Million
Previous $5.51 Billion
10.58%
% of portfolio
0.57%
Previous 0.62%
Shares
4 transactions
Others Institutions Holding CAT
# of Institutions
2,945Shares Held
337MCall Options Held
10.3MPut Options Held
10.3M-
Vanguard Group Inc Valley Forge, PA47.9MShares$15.9 Billion0.35% of portfolio
-
State Street Corp Boston, MA37.4MShares$12.5 Billion0.62% of portfolio
-
Black Rock Inc. New York, NY33.5MShares$11.2 Billion0.29% of portfolio
-
Capital World Investors Los Angeles, CA28.2MShares$9.38 Billion1.76% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.8MShares$5.92 Billion5.87% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $176B
- 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...