Rooted Wealth Advisors, Inc. Caterpillar Inc Transaction History
Rooted Wealth Advisors, Inc.
- $256 Million
- Q4 2024
A detailed history of Rooted Wealth Advisors, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 3,110 shares of CAT stock, worth $1.14 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
3,110
Previous 3,193
2.6%
Holding current value
$1.14 Million
Previous $1.27 Million
11.24%
% of portfolio
0.44%
Previous 0.57%
Shares
9 transactions
Others Institutions Holding CAT
# of Institutions
3,160Shares Held
335MCall Options Held
6.56MPut Options Held
7.55M-
Vanguard Group Inc Valley Forge, PA46.5MShares$17 Billion0.33% of portfolio
-
State Street Corp Boston, MA36.4MShares$13.3 Billion0.59% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$13.2 Billion0.28% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$6.48 Billion6.04% of portfolio
-
Capital World Investors Los Angeles, CA17.5MShares$6.39 Billion1.09% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $193B
- 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...