Org Wealth Partners, LLC Caterpillar Inc Transaction History
Org Wealth Partners, LLC
- $221 Million
- Q1 2025
A detailed history of Org Wealth Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Org Wealth Partners, LLC holds 1,505 shares of CAT stock, worth $465,451. This represents 0.22% of its overall portfolio holdings.
Number of Shares
1,505
Previous 2,445
38.45%
Holding current value
$465,451
Previous $886,000
44.02%
% of portfolio
0.22%
Previous 0.64%
Shares
3 transactions
Others Institutions Holding CAT
# of Institutions
3,272Shares Held
341MCall Options Held
5.56MPut Options Held
6.92M-
Vanguard Group Inc Valley Forge, PA46.8MShares$14.5 Billion0.3% of portfolio
-
State Street Corp Boston, MA36.6MShares$11.3 Billion0.54% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$11.2 Billion0.28% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$5.48 Billion5.91% of portfolio
-
Capital World Investors Los Angeles, CA16.4MShares$5.07 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 $163B
- 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...