Plan A Wealth LLC Caterpillar Inc Transaction History
Plan A Wealth LLC
- $197 Billion
- Q3 2025
A detailed history of Plan A Wealth LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Plan A Wealth LLC holds 634 shares of CAT stock, worth $361,240. This represents 0.15% of its overall portfolio holdings.
Number of Shares
634
Previous 599
5.84%
Holding current value
$361,240
Previous $233 Million
30.1%
% of portfolio
0.15%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding CAT
# of Institutions
3,557Shares Held
337MCall Options Held
6.88MPut Options Held
7.16M-
Vanguard Group Inc Valley Forge, PA45.9MShares$26.2 Billion0.34% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$20.6 Billion0.28% of portfolio
-
State Street Corp Boston, MA35.9MShares$20.5 Billion0.54% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$10.1 Billion6.12% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.96 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 $301B
- 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...