Stonehaven Wealth & Tax Solutions, LLC Caterpillar Inc Transaction History
Stonehaven Wealth & Tax Solutions, LLC
- $111 Billion
- Q4 2025
A detailed history of Stonehaven Wealth & Tax Solutions, LLC transactions in Caterpillar Inc stock. As of the latest transaction made, Stonehaven Wealth & Tax Solutions, LLC holds 678 shares of CAT stock, worth $374,289. This represents 0.35% of its overall portfolio holdings.
Number of Shares
678
Previous 643
5.44%
Holding current value
$374,289
Previous $307 Million
26.6%
% of portfolio
0.35%
Previous 0.28%
Shares
4 transactions
Others Institutions Holding CAT
# of Institutions
3,674Shares 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...