Roi Financial Advisors, LLC Caterpillar Inc Transaction History
Roi Financial Advisors, LLC
- $138 Billion
- Q1 2025
A detailed history of Roi Financial Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 1,628 shares of CAT stock, worth $607,276. This represents 0.39% of its overall portfolio holdings.
Number of Shares
1,628
Previous 869
87.34%
Holding current value
$607,276
Previous $315 Million
70.32%
% of portfolio
0.39%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding CAT
# of Institutions
3,270Shares Held
332MCall Options Held
6.85MPut Options Held
6.13M-
Vanguard Group Inc Valley Forge, PA46.2MShares$17.2 Billion0.28% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$13.5 Billion0.28% of portfolio
-
State Street Corp Boston, MA36.2MShares$13.5 Billion0.5% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$6.59 Billion5.38% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$3.92 Billion0.28% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $197B
- 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...