Wellspring Financial Advisors, LLC Caterpillar Inc Transaction History
Wellspring Financial Advisors, LLC
- $1.09 Trillion
- Q3 2025
A detailed history of Wellspring Financial Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wellspring Financial Advisors, LLC holds 559 shares of CAT stock, worth $308,595. This represents 0.02% of its overall portfolio holdings.
Number of Shares
559
Previous 570
1.93%
Holding current value
$308,595
Previous $221 Million
20.54%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding CAT
# of Institutions
3,616Shares 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...