Bernard Wealth Management Corp. Caterpillar Inc Transaction History
Bernard Wealth Management Corp.
- $216 Billion
- Q2 2025
A detailed history of Bernard Wealth Management Corp. transactions in Caterpillar Inc stock. As of the latest transaction made, Bernard Wealth Management Corp. holds 5,828 shares of CAT stock, worth $2.52 Million. This represents 1.05% of its overall portfolio holdings.
Number of Shares
5,828
Previous 8,390
30.54%
Holding current value
$2.52 Million
Previous $2.77 Billion
18.23%
% of portfolio
1.05%
Previous 1.35%
Shares
4 transactions
Others Institutions Holding CAT
# of Institutions
3,326Shares Held
336MCall Options Held
6.94MPut Options Held
6.24M-
Vanguard Group Inc Valley Forge, PA46.2MShares$20 Billion0.28% of portfolio
-
Black Rock Inc. New York, NY36.2MShares$15.7 Billion0.28% of portfolio
-
State Street Corp Boston, MA36.2MShares$15.7 Billion0.5% of portfolio
-
State Farm Mutual Automobile Insurance CO Bloomington, IL17.7MShares$7.65 Billion5.38% of portfolio
-
Geode Capital Management, LLC Boston, MA10.5MShares$4.55 Billion0.28% of portfolio
About CATERPILLAR INC
- Ticker CAT
- Exchange NYSE
- Sector Industrials
- Industry Farm & Heavy Construction Machinery
- Shares Outstandng 527,908,992
- Market Cap $229B
- 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...