Sax Wealth Advisors, LLC Caterpillar Inc Transaction History
Sax Wealth Advisors, LLC
- $1.26 Billion
- Q4 2024
A detailed history of Sax Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 2,206 shares of CAT stock, worth $851,560. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,206
Previous 2,478
10.98%
Holding current value
$851,560
Previous $969,000
17.44%
% of portfolio
0.06%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding CAT
# of Institutions
3,123Shares Held
333MCall Options Held
6.57MPut Options Held
7.63M-
Vanguard Group Inc Valley Forge, PA46.5MShares$18 Billion0.33% of portfolio
-
State Street Corp Boston, MA36.4MShares$14 Billion0.59% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$14 Billion0.28% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$6.85 Billion6.04% of portfolio
-
Capital World Investors Los Angeles, CA17.5MShares$6.75 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 $204B
- 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...