Sound Financial Strategies Group, LLC Caterpillar Inc Transaction History
Sound Financial Strategies Group, LLC
- $111 Million
- Q2 2025
A detailed history of Sound Financial Strategies Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 1,715 shares of CAT stock, worth $733,539. This represents 0.6% of its overall portfolio holdings.
Number of Shares
1,715
Previous 2,181
21.37%
Holding current value
$733,539
Previous $719,000
7.51%
% of portfolio
0.6%
Previous 0.68%
Shares
17 transactions
Others Institutions Holding CAT
# of Institutions
3,357Shares Held
335MCall Options Held
6.94MPut Options Held
6.24M-
Vanguard Group Inc Valley Forge, PA46.2MShares$19.8 Billion0.28% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$15.5 Billion0.28% of portfolio
-
State Street Corp Boston, MA36.2MShares$15.5 Billion0.5% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$7.56 Billion5.38% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$4.5 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 $226B
- 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...