A detailed history of Total Wealth Planning & Management, Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 10,200 shares of CAT stock, worth $4.42 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,200
Holding current value
$4.42 Million
% of portfolio
0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025

BUY
$273.94 - $388.21 $2.79 Million - $3.96 Million
10,200 New
10,200 $37.9 Million

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $229B
  • 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...
More about CAT
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