Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,125 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $123 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cheviot Value Management, LLC
|
Nov 14, 2024 Q3 2024 |
788
shares
|
$288,439
0.06% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
786
shares
|
$287,707
0.02% of portfolio
|
Q3 2024
Added 12.93%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
784
shares
|
$286,975
0.08% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
783
shares
|
$286,609
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
782
shares
|
$286,243
0.08% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
779
shares
|
$285,145
0.16% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Nov 07, 2024 Q3 2024 |
779
shares
|
$285,145
0.03% of portfolio
|
Q2 2024
Added 14.25%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
778
shares
|
$284,779
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
778
shares
|
$284,779
0.07% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
777
shares
|
$284,413
0.04% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
777
shares
|
$284,413
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
776
shares
|
$284,047
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
774
shares
|
$283,314
0.08% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
772
shares
|
$282,582
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
772
shares
|
$282,582
0.01% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
770
shares
|
$281,850
0.06% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
770
shares
|
$281,850
0.05% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
769
shares
|
$281,484
0.15% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
766
shares
|
$280,386
0.04% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
766
shares
|
$280,386
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
763
shares
|
$279,288
0.22% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Mps Loria Financial Planners, LLC
|
Oct 21, 2024 Q3 2024 |
760
shares
|
$278,190
0.09% of portfolio
|
Q3 2024
Reduced 46.78%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
760
shares
|
$278,190
0.03% of portfolio
|
Q3 2024
Added 15.15%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Nov 12, 2024 Q3 2024 |
760
shares
|
$278,190
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
760
shares
|
$278,190
0.16% of portfolio
|
Q3 2024
Added 15.15%
|