Modern Wealth Management, LLC Caterpillar Inc Transaction History
Modern Wealth Management, LLC
- $3.04 Billion
- Q1 2025
A detailed history of Modern Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Modern Wealth Management, LLC holds 10,217 shares of CAT stock, worth $3.57 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
10,217
Previous 10,218
0.01%
Holding current value
$3.57 Million
Previous $3.37 Billion
99.9%
% of portfolio
0.11%
Previous 0.11%
Shares
14 transactions
Others Institutions Holding CAT
# of Institutions
3,265Shares Held
332MCall Options Held
6.85MPut Options Held
6.13M-
Vanguard Group Inc Valley Forge, PA46.2MShares$16.1 Billion0.28% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$12.7 Billion0.28% of portfolio
-
State Street Corp Boston, MA36.2MShares$12.6 Billion0.5% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$6.17 Billion5.38% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$3.67 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 $184B
- 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...