Philip James Wealth Mangement, LLC Caterpillar Inc Transaction History
Philip James Wealth Mangement, LLC
- $822 Billion
- Q1 2025
A detailed history of Philip James Wealth Mangement, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 1,240 shares of CAT stock, worth $447,044. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,240
Previous 1,240
-0.0%
Holding current value
$447,044
Previous $450 Million
9.04%
% of portfolio
0.05%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding CAT
# of Institutions
3,270Shares Held
332MCall Options Held
6.85MPut Options Held
6.13M-
Vanguard Group Inc Valley Forge, PA46.2MShares$16.7 Billion0.28% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$13.1 Billion0.28% of portfolio
-
State Street Corp Boston, MA36.2MShares$13 Billion0.5% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$6.37 Billion5.38% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$3.79 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 $190B
- 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...