Whalen Wealth Management Inc. Caterpillar Inc Transaction History
Whalen Wealth Management Inc.
- $186 Billion
- Q4 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 2,531 shares of CAT stock, worth $1.4 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
2,531
Previous 503
403.18%
Holding current value
$1.4 Million
Previous $240 Million
504.12%
% of portfolio
0.78%
Previous 0.14%
Shares
3 transactions
Others Institutions Holding CAT
# of Institutions
3,674Shares Held
337MCall Options Held
7.41MPut Options Held
7.35M-
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...