Phillips Wealth Planners LLC Caterpillar Inc Transaction History
Phillips Wealth Planners LLC
- $110 Billion
- Q2 2025
A detailed history of Phillips Wealth Planners LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 1,028 shares of CAT stock, worth $428,182. This represents 0.37% of its overall portfolio holdings.
Number of Shares
1,028
Previous 1,006
2.19%
Holding current value
$428,182
Previous $295 Million
37.3%
% of portfolio
0.37%
Previous 0.31%
Shares
6 transactions
Others Institutions Holding CAT
# of Institutions
3,363Shares Held
336MCall Options Held
6.94MPut Options Held
6.23M-
Vanguard Group Inc Valley Forge, PA46.2MShares$19.2 Billion0.28% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$15.1 Billion0.28% of portfolio
-
State Street Corp Boston, MA36.2MShares$15.1 Billion0.5% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$7.36 Billion5.38% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$4.36 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 $220B
- 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...