Wallace Advisory Group, LLC Caterpillar Inc Transaction History
Wallace Advisory Group, LLC
- $138 Billion
- Q2 2025
A detailed history of Wallace Advisory Group, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wallace Advisory Group, LLC holds 1,242 shares of CAT stock, worth $610,194. This represents 0.3% of its overall portfolio holdings.
Number of Shares
1,242
Previous 1,386
10.39%
Holding current value
$610,194
Previous $503 Million
18.51%
% of portfolio
0.3%
Previous 0.35%
Shares
10 transactions
Others Institutions Holding CAT
# of Institutions
3,443Shares Held
337MCall Options Held
6.67MPut Options Held
7.2M-
Vanguard Group Inc Valley Forge, PA46.1MShares$22.6 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$17.8 Billion0.28% of portfolio
-
State Street Corp Boston, MA35.9MShares$17.7 Billion0.54% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$8.68 Billion6.12% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.14 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 $259B
- 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...