A detailed history of Root Financial Partners, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Root Financial Partners, LLC holds 1,974 shares of CAT stock, worth $733,222. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,974
Previous 1,640 20.37%
Holding current value
$733,222
Previous $642 Million 11.62%
% of portfolio
0.09%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

BUY
$360.37 - $416.88 $120,363 - $139,237
334 Added 20.37%
1,974 $716 Million
Q3 2024

Oct 31, 2024

SELL
$316.8 - $391.12 $805,305 - $994,227
-2,542 Reduced 60.78%
1,640 $642 Million
Q2 2024

Aug 02, 2024

BUY
$321.47 - $379.3 $1.34 Million - $1.59 Million
4,182 New
4,182 $1.39 Billion

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $196B
  • 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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