Legacy Financial Advisors, Inc. Caterpillar Inc Transaction History
Legacy Financial Advisors, Inc.
- $527 Million
- Q2 2025
A detailed history of Legacy Financial Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 2,239 shares of CAT stock, worth $957,665. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,239
Previous 2,156
3.85%
Holding current value
$957,665
Previous $711,000
22.22%
% of portfolio
0.16%
Previous 0.14%
Shares
20 transactions
Others Institutions Holding CAT
# of Institutions
3,357Shares Held
335MCall Options Held
6.94MPut Options Held
6.24M-
Vanguard Group Inc Valley Forge, PA46.2MShares$19.8 Billion0.28% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$15.5 Billion0.28% of portfolio
-
State Street Corp Boston, MA36.2MShares$15.5 Billion0.5% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$7.56 Billion5.38% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$4.5 Billion0.28% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $226B
- 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...