North Berkeley Wealth Management, LLC Caterpillar Inc Transaction History
North Berkeley Wealth Management, LLC
- $109 Billion
- Q2 2025
A detailed history of North Berkeley Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, North Berkeley Wealth Management, LLC holds 1,028 shares of CAT stock, worth $539,340. This represents 0.37% of its overall portfolio holdings.
Number of Shares
1,028
Previous 1,800
42.89%
Holding current value
$539,340
Previous $594 Million
32.77%
% of portfolio
0.37%
Previous 0.62%
Shares
2 transactions
Others Institutions Holding CAT
# of Institutions
3,495Shares Held
336MCall Options Held
6.66MPut Options Held
7.18M-
Vanguard Group Inc Valley Forge, PA46.1MShares$24.2 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$19 Billion0.28% of portfolio
-
State Street Corp Boston, MA35.9MShares$18.9 Billion0.54% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$9.27 Billion6.12% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.49 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 $277B
- 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...