Portus Wealth Advisors, LLC Caterpillar Inc Transaction History
Portus Wealth Advisors, LLC
- $100 Billion
- Q3 2025
A detailed history of Portus Wealth Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Portus Wealth Advisors, LLC holds 3,729 shares of CAT stock, worth $2.06 Million. This represents 1.77% of its overall portfolio holdings.
Number of Shares
3,729Holding current value
$2.06 Million% of portfolio
1.77%Shares
1 transactions
Others Institutions Holding CAT
# of Institutions
3,633Shares 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...