Next Level Wealth Planning, LLC Caterpillar Inc Transaction History
Next Level Wealth Planning, LLC
- $132 Billion
- Q1 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 612 shares of CAT stock, worth $219,444. This represents 0.15% of its overall portfolio holdings.
Number of Shares
612
Previous 600
2.0%
Holding current value
$219,444
Previous $218 Million
7.27%
% of portfolio
0.15%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding CAT
# of Institutions
3,269Shares Held
332MCall Options Held
6.85MPut Options Held
6.13M-
Vanguard Group Inc Valley Forge, PA46.2MShares$16.6 Billion0.28% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$13 Billion0.28% of portfolio
-
State Street Corp Boston, MA36.2MShares$13 Billion0.5% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$6.34 Billion5.38% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$3.77 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 $189B
- 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...