Vahanian & Associates Financial Planning Inc. Caterpillar Inc Transaction History

Vahanian & Associates Financial Planning Inc.

$24.5 Million
Q4 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 27, 2022	SELL	$182.83 - $229.87 $411,367 - $517,207	-2,250 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$188.94 - $214.25 $425,115 - $482,062	2,250 New	2,250 $465,000

Others Institutions Holding CAT

# of Institutions

3,121

Shares Held

336M

Call Options Held

6.57M

Put Options Held

7.63M

Vanguard Group Inc Valley Forge, PA

46.5M
Shares

$18.5 Billion
0.33% of portfolio
State Street Corp Boston, MA

36.4M
Shares

$14.5 Billion
0.59% of portfolio
Black Rock Inc. New York, NY

36.2M
Shares

$14.4 Billion
0.28% of portfolio
State Farm Mutual Automobile Insurance CO Bloomington, IL

17.7M
Shares

$7.05 Billion
6.04% of portfolio
Capital World Investors Los Angeles, CA

17.5M
Shares

$6.95 Billion
1.09% of portfolio

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $210B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vahanian & Associates Financial Planning Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vahanian & Associates Financial Planning Inc. with notifications on news.

Account