Phillips Financial Management, LLC Caterpillar Inc Transaction History
Phillips Financial Management, LLC
- $1.45 Billion
- Q3 2025
A detailed history of Phillips Financial Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Phillips Financial Management, LLC holds 824 shares of CAT stock, worth $480,515. This represents 0.03% of its overall portfolio holdings.
Number of Shares
824
Previous 556
48.2%
Holding current value
$480,515
Previous $215,000
82.79%
% of portfolio
0.03%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding CAT
# of Institutions
3,520Shares Held
338MCall Options Held
6.65MPut Options Held
7.18M-
Vanguard Group Inc Valley Forge, PA46.1MShares$26.9 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$21.1 Billion0.28% of portfolio
-
State Street Corp Boston, MA35.9MShares$21 Billion0.54% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$10.3 Billion6.12% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$6.1 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 $308B
- 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...