Mowery & Schoenfeld Wealth Management, LLC Caterpillar Inc Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $58.2 Billion
- Q3 2025
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 1,025 shares of CAT stock, worth $565,851. This represents 0.84% of its overall portfolio holdings.
Number of Shares
1,025
Previous 1,172
12.54%
Holding current value
$565,851
Previous $455 Million
7.53%
% of portfolio
0.84%
Previous 0.69%
Shares
5 transactions
Others Institutions Holding CAT
# of Institutions
3,619Shares Held
338MCall 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...