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 $277,533. This represents 0.03% of its overall portfolio holdings.
Number of Shares
774
Previous 638
21.32%
Holding current value
$277,533
Previous $231,000
10.39%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding CAT
# of Institutions
3,268Shares 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...