Perennial Investment Advisors, LLC Caterpillar Inc Transaction History
Perennial Investment Advisors, LLC
- $989 Million
- Q2 2025
A detailed history of Perennial Investment Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 1,699 shares of CAT stock, worth $853,101. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,699
Previous 1,224
38.81%
Holding current value
$853,101
Previous $403,000
63.52%
% of portfolio
0.07%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding CAT
# of Institutions
3,443Shares Held
337MCall Options Held
6.67MPut Options Held
7.2M-
Vanguard Group Inc Valley Forge, PA46.1MShares$23.1 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$18.2 Billion0.28% of portfolio
-
State Street Corp Boston, MA35.9MShares$18.1 Billion0.54% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$8.87 Billion6.12% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.26 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 $265B
- 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...