Williams Jones Wealth Management, Llc. Caterpillar Inc Transaction History
Williams Jones Wealth Management, Llc.
- $8.55 Billion
- Q3 2025
A detailed history of Williams Jones Wealth Management, Llc. transactions in Caterpillar Inc stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 17,963 shares of CAT stock, worth $9.92 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
17,963
Previous 16,089
11.65%
Holding current value
$9.92 Million
Previous $6.25 Million
37.25%
% of portfolio
0.1%
Previous 0.08%
Shares
24 transactions
Others Institutions Holding CAT
# of Institutions
3,621Shares Held
338MCall 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...