Next Level Wealth Planning, LLC Caterpillar Inc Transaction History
Next Level Wealth Planning, LLC
- $156 Billion
- Q2 2025
A detailed history of Next Level Wealth Planning, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 600 shares of CAT stock, worth $260,538. This represents 0.15% of its overall portfolio holdings.
Number of Shares
600
Previous 612
1.96%
Holding current value
$260,538
Previous $202 Million
15.4%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding CAT
# of Institutions
3,353Shares Held
335MCall Options Held
6.94MPut Options Held
6.24M-
Vanguard Group Inc Valley Forge, PA46.2MShares$20.1 Billion0.28% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$15.7 Billion0.28% of portfolio
-
State Street Corp Boston, MA36.2MShares$15.7 Billion0.5% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$7.67 Billion5.38% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$4.57 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 $229B
- 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...