Whalen Wealth Management Inc. Caterpillar Inc Transaction History
Whalen Wealth Management Inc.
- $171 Billion
- Q3 2025
A detailed history of Whalen Wealth Management Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 503 shares of CAT stock, worth $263,898. This represents 0.14% of its overall portfolio holdings.
Number of Shares
503
Previous 758
33.64%
Holding current value
$263,898
Previous $294 Million
18.44%
% of portfolio
0.14%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding CAT
# of Institutions
3,472Shares Held
336MCall Options Held
6.66MPut Options Held
7.18M-
Vanguard Group Inc Valley Forge, PA46.1MShares$24.2 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$19 Billion0.28% of portfolio
-
State Street Corp Boston, MA35.9MShares$18.9 Billion0.54% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$9.27 Billion6.12% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.49 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 $277B
- 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...