Source Financial Advisors LLC Caterpillar Inc Transaction History
Source Financial Advisors LLC
- $325 Million
- Q2 2024
A detailed history of Source Financial Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Source Financial Advisors LLC holds 849 shares of CAT stock, worth $292,505. This represents 0.09% of its overall portfolio holdings.
Number of Shares
849
Previous 848
0.12%
Holding current value
$292,505
Previous $310,000
9.03%
% of portfolio
0.09%
Previous 0.09%
Shares
14 transactions
Others Institutions Holding CAT
# of Institutions
2,956Shares Held
336MCall Options Held
10.3MPut Options Held
10.3M-
Vanguard Group Inc Valley Forge, PA47.9MShares$16.5 Billion0.35% of portfolio
-
State Street Corp Boston, MA37.4MShares$12.9 Billion0.62% of portfolio
-
Black Rock Inc. New York, NY33.5MShares$11.6 Billion0.29% of portfolio
-
Capital World Investors Los Angeles, CA28.2MShares$9.71 Billion1.76% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.8MShares$6.12 Billion5.87% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $182B
- 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...