Octavia Wealth Advisors, LLC Caterpillar Inc Transaction History
Octavia Wealth Advisors, LLC
- $818 Million
- Q1 2025
A detailed history of Octavia Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 774 shares of CAT stock, worth $225,365. This represents 0.03% of its overall portfolio holdings.
Number of Shares
774
Previous 638
21.32%
Holding current value
$225,365
Previous $231,000
10.39%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding CAT
# of Institutions
3,273Shares Held
341MCall Options Held
5.53MPut Options Held
6.88M-
Vanguard Group Inc Valley Forge, PA46.8MShares$13.6 Billion0.3% of portfolio
-
State Street Corp Boston, MA36.6MShares$10.7 Billion0.54% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$10.5 Billion0.28% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$5.16 Billion5.91% of portfolio
-
Capital World Investors Los Angeles, CA16.4MShares$4.78 Billion0.94% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $154B
- 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...