Up Strategic Wealth Investment Advisors LLC Caterpillar Inc Transaction History
Up Strategic Wealth Investment Advisors LLC
- $133 Billion
- Q3 2025
A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 708 shares of CAT stock, worth $390,851. This represents 0.28% of its overall portfolio holdings.
Number of Shares
708
Previous 708
-0.0%
Holding current value
$390,851
Previous $275 Million
37.57%
% of portfolio
0.28%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding CAT
# of Institutions
3,618Shares Held
337MCall Options Held
7.64MPut Options Held
7.64M-
Vanguard Group Inc Valley Forge, PA45.9MShares$25.4 Billion0.34% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$20 Billion0.28% of portfolio
-
State Street Corp Boston, MA35MShares$19.3 Billion0.6% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.5MShares$9.67 Billion7.03% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.81 Billion0.33% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $291B
- 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...