Vertex Planning Partners, LLC Caterpillar Inc Transaction History
Vertex Planning Partners, LLC
- $479 Billion
- Q2 2025
A detailed history of Vertex Planning Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 1,564 shares of CAT stock, worth $902,834. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,564
Previous 1,553
0.71%
Holding current value
$902,834
Previous $512 Million
18.54%
% of portfolio
0.13%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding CAT
# of Institutions
3,526Shares Held
337MCall Options Held
6.89MPut Options Held
7.18M-
Vanguard Group Inc Valley Forge, PA46.1MShares$26.6 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$20.9 Billion0.28% of portfolio
-
State Street Corp Boston, MA35.9MShares$20.8 Billion0.54% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$10.2 Billion6.12% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$6.04 Billion0.29% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $305B
- 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...