Marshall & Sterling Wealth Advisors Inc. Caterpillar Inc Transaction History
Marshall & Sterling Wealth Advisors Inc.
- $156 Billion
- Q3 2025
A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Caterpillar Inc stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 218 shares of CAT stock, worth $120,346. This represents 0.07% of its overall portfolio holdings.
Number of Shares
218
Previous 217
0.46%
Holding current value
$120,346
Previous $84.1 Million
23.34%
% of portfolio
0.07%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding CAT
# of Institutions
3,634Shares 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...