Principia Wealth Advisory, LLC Caterpillar Inc Transaction History
Principia Wealth Advisory, LLC
- $104 Billion
- Q1 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 15 shares of CAT stock, worth $4,947. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15
Previous 13
15.38%
Holding current value
$4,947
Previous $4.72 Million
4.26%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding CAT
# of Institutions
3,291Shares Held
342MCall Options Held
5.53MPut Options Held
6.88M-
Vanguard Group Inc Valley Forge, PA46.8MShares$15.4 Billion0.3% of portfolio
-
State Street Corp Boston, MA36.6MShares$12.1 Billion0.54% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$11.9 Billion0.28% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$5.85 Billion5.91% of portfolio
-
Capital World Investors Los Angeles, CA16.4MShares$5.41 Billion0.94% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $174B
- 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...