Principia Wealth Advisory, LLC Caterpillar Inc Transaction History
Principia Wealth Advisory, LLC
- $118 Billion
- Q2 2025
A detailed history of Principia Wealth Advisory, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 22 shares of CAT stock, worth $12,145. This represents 0.01% of its overall portfolio holdings.
Number of Shares
22
Previous 15
46.67%
Holding current value
$12,145
Previous $4.52 Million
89.17%
% of portfolio
0.01%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding CAT
# of Institutions
3,626Shares 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...