Zimmermann Investment Management & Planning LLC Caterpillar Inc Transaction History

Zimmermann Investment Management & Planning LLC

$2.27 Billion
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 24, 2024	BUY	$316.8 - $391.12 $181,526 - $224,111	573 New	573 $224,000
Q1 2024 Apr 22, 2024	BUY	$278.63 - $366.43 $159,654 - $209,964	573 New	573 $209,000

Others Institutions Holding CAT

# of Institutions

3,128

Shares Held

333M

Call Options Held

6.57M

Put Options Held

7.61M

Vanguard Group Inc Valley Forge, PA

46.5M
Shares

$18.9 Billion
0.33% of portfolio
State Street Corp Boston, MA

36.4M
Shares

$14.8 Billion
0.59% of portfolio
Black Rock Inc. New York, NY

36.2M
Shares

$14.7 Billion
0.28% of portfolio
State Farm Mutual Automobile Insurance CO Bloomington, IL

17.7M
Shares

$7.21 Billion
6.04% of portfolio
Capital World Investors Los Angeles, CA

17.5M
Shares

$7.11 Billion
1.09% of portfolio

View Full List

About CATERPILLAR INC

Ticker CAT
Exchange NYSE
Sector Industrials
Industry Farm & Heavy Construction Machinery
Shares Outstandng 527,908,992
Market Cap $215B
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...

More about CAT

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