Montz Harcus Wealth Management LLC Caterpillar Inc Transaction History
Montz Harcus Wealth Management LLC
- $205 Million
- Q2 2025
A detailed history of Montz Harcus Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 1,980 shares of CAT stock, worth $972,774. This represents 0.38% of its overall portfolio holdings.
Number of Shares
1,980
Previous 1,797
10.18%
Holding current value
$972,774
Previous $592,000
29.73%
% of portfolio
0.38%
Previous 0.33%
Shares
15 transactions
Others Institutions Holding CAT
# of Institutions
3,443Shares Held
337MCall Options Held
6.67MPut Options Held
7.2M-
Vanguard Group Inc Valley Forge, PA46.1MShares$22.6 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$17.8 Billion0.28% of portfolio
-
State Street Corp Boston, MA35.9MShares$17.7 Billion0.54% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$8.68 Billion6.12% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.14 Billion0.29% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $259B
- 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...