Precision Wealth Strategies, LLC Caterpillar Inc Transaction History
Precision Wealth Strategies, LLC
- $267 Million
- Q3 2025
A detailed history of Precision Wealth Strategies, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Precision Wealth Strategies, LLC holds 1,520 shares of CAT stock, worth $839,115. This represents 0.27% of its overall portfolio holdings.
Number of Shares
1,520
Previous 3,450
55.94%
Holding current value
$839,115
Previous $1.34 Million
45.86%
% of portfolio
0.27%
Previous 0.49%
Shares
7 transactions
Others Institutions Holding CAT
# of Institutions
3,616Shares Held
337MCall Options Held
7.64MPut Options Held
7.64M-
Vanguard Group Inc Valley Forge, PA45.9MShares$25.4 Billion0.34% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$20 Billion0.28% of portfolio
-
State Street Corp Boston, MA35MShares$19.3 Billion0.6% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.5MShares$9.67 Billion7.03% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.81 Billion0.33% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $291B
- 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...