Wmg Financial Advisors, LLC Caterpillar Inc Transaction History
Wmg Financial Advisors, LLC
- $246 Million
- Q2 2025
A detailed history of Wmg Financial Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 955 shares of CAT stock, worth $516,616. This represents 0.15% of its overall portfolio holdings.
Number of Shares
955
Previous 849
12.49%
Holding current value
$516,616
Previous $280,000
32.14%
% of portfolio
0.15%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding CAT
# of Institutions
3,459Shares Held
336MCall Options Held
6.66MPut Options Held
7.18M-
Vanguard Group Inc Valley Forge, PA46.1MShares$24.9 Billion0.3% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$19.6 Billion0.28% of portfolio
-
State Street Corp Boston, MA35.9MShares$19.4 Billion0.54% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$9.56 Billion6.12% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$5.66 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 $286B
- 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...