Wmg Financial Advisors, LLC Caterpillar Inc Transaction History
Wmg Financial Advisors, LLC
- $168 Million
- Q1 2024
A detailed history of Wmg Financial Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 1,080 shares of CAT stock, worth $354,618. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,080
Previous 1,029
4.96%
Holding current value
$354,618
Previous $304,000
29.93%
% of portfolio
0.24%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding CAT
# of Institutions
2,952Shares Held
337MCall Options Held
10.3MPut Options Held
10.3M-
Vanguard Group Inc Valley Forge, PA47.9MShares$15.7 Billion0.35% of portfolio
-
State Street Corp Boston, MA37.4MShares$12.3 Billion0.62% of portfolio
-
Black Rock Inc. New York, NY33.5MShares$11 Billion0.29% of portfolio
-
Capital World Investors Los Angeles, CA28.2MShares$9.25 Billion1.76% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.8MShares$5.83 Billion5.87% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $173B
- 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...