Lyell Wealth Management, LP Caterpillar Inc Transaction History
Lyell Wealth Management, LP
- $978 Million
- Q1 2024
A detailed history of Lyell Wealth Management, LP transactions in Caterpillar Inc stock. As of the latest transaction made, Lyell Wealth Management, LP holds 34,547 shares of CAT stock, worth $11.3 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
34,547
Previous 34,465
0.24%
Holding current value
$11.3 Million
Previous $10.2 Million
24.23%
% of portfolio
1.29%
Previous 1.17%
Shares
19 transactions
Others Institutions Holding CAT
# of Institutions
2,952Shares Held
337MCall Options Held
10.3MPut Options Held
10.3M-
Vanguard Group Inc Valley Forge, PA47.9MShares$15.7 Billion0.35% of portfolio
-
State Street Corp Boston, MA37.4MShares$12.3 Billion0.62% of portfolio
-
Black Rock Inc. New York, NY33.5MShares$11 Billion0.29% of portfolio
-
Capital World Investors Los Angeles, CA28.2MShares$9.25 Billion1.76% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.8MShares$5.83 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 $173B
- 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...