Shepherd Wealth Management LTD Liability CO Caterpillar Inc Transaction History
Shepherd Wealth Management LTD Liability CO
- $150 Billion
- Q3 2025
A detailed history of Shepherd Wealth Management LTD Liability CO transactions in Caterpillar Inc stock. As of the latest transaction made, Shepherd Wealth Management LTD Liability CO holds 4,074 shares of CAT stock, worth $2.25 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
4,074
Previous 2,525
61.35%
Holding current value
$2.25 Million
Previous $828 Million
181.25%
% of portfolio
1.55%
Previous 0.85%
Shares
3 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...