Smallwood Wealth Investment Management, LLC Caterpillar Inc Transaction History
Smallwood Wealth Investment Management, LLC
- $137 Million
- Q3 2024
A detailed history of Smallwood Wealth Investment Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 1,037 shares of CAT stock, worth $422,919. This represents 0.3% of its overall portfolio holdings.
Number of Shares
1,037
Previous 1,011
2.57%
Holding current value
$422,919
Previous $336,000
20.54%
% of portfolio
0.3%
Previous 0.27%
Shares
5 transactions
Others Institutions Holding CAT
# of Institutions
3,122Shares Held
336MCall Options Held
6.57MPut Options Held
7.63M-
Vanguard Group Inc Valley Forge, PA46.5MShares$19 Billion0.33% of portfolio
-
State Street Corp Boston, MA36.4MShares$14.8 Billion0.59% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$14.8 Billion0.28% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$7.23 Billion6.04% of portfolio
-
Capital World Investors Los Angeles, CA17.5MShares$7.13 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 $215B
- 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...