One Ascent Wealth Management LLC Caterpillar Inc Transaction History
One Ascent Wealth Management LLC
- $261 Million
- Q1 2024
A detailed history of One Ascent Wealth Management LLC transactions in Caterpillar Inc stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 1,955 shares of CAT stock, worth $651,210. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,955
Previous 1,139
71.64%
Holding current value
$651,210
Previous $337,000
112.46%
% of portfolio
0.27%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding CAT
# of Institutions
2,945Shares Held
337MCall Options Held
10.3MPut Options Held
10.3M-
Vanguard Group Inc Valley Forge, PA47.9MShares$15.9 Billion0.35% of portfolio
-
State Street Corp Boston, MA37.4MShares$12.5 Billion0.62% of portfolio
-
Black Rock Inc. New York, NY33.5MShares$11.2 Billion0.29% of portfolio
-
Capital World Investors Los Angeles, CA28.2MShares$9.38 Billion1.76% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.8MShares$5.92 Billion5.87% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $176B
- 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...