A detailed history of Root Financial Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,640 shares of CAT stock, worth $617,492. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,640
Previous 4,182 60.78%
Holding current value
$617,492
Previous $1.39 Billion 53.95%
% of portfolio
0.1%
Previous 0.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$316.8 - $391.12 $805,305 - $994,227
-2,542 Reduced 60.78%
1,640 $642 Million
Q2 2024

Aug 02, 2024

BUY
$321.47 - $379.3 $1.34 Million - $1.59 Million
4,182 New
4,182 $1.39 Billion

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $199B
  • 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...
More about CAT
Track This Portfolio

Track Root Financial Partners, LLC Portfolio

Follow Root Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Root Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Root Financial Partners, LLC with notifications on news.