Roi Financial Advisors, LLC Caterpillar Inc Transaction History
Roi Financial Advisors, LLC
- $167 Billion
- Q3 2025
A detailed history of Roi Financial Advisors, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 1,976 shares of CAT stock, worth $1.09 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
1,976
Previous 1,697
16.44%
Holding current value
$1.09 Million
Previous $659 Million
43.12%
% of portfolio
0.56%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding CAT
# of Institutions
3,618Shares 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...