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 $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
757
shares
|
$277,092
0.1% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
756
shares
|
$276,726
0.04% of portfolio
|
Q4 2023
Reduced 9.24%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
756
shares
|
$276,726
0.03% of portfolio
|
Q2 2024
Added 36.46%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
756
shares
|
$276,726
0.07% of portfolio
|
Q3 2024
Added 117.24%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
755
shares
|
$276,360
0.11% of portfolio
|
Q2 2024
Reduced 18.38%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
755
shares
|
$276,360
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
754
shares
|
$275,994
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
754
shares
|
$275,994
0.06% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Barton Investment Management
|
Oct 17, 2024 Q3 2024 |
753
shares
|
$275,628
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
753
shares
|
$275,628
0.12% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
753
shares
|
$275,628
0.02% of portfolio
|
Q3 2024
Reduced 39.47%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Oct 02, 2024 Q3 2024 |
752
shares
|
$275,262
0.18% of portfolio
|
Q1 2024
Added 79.9%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
750
shares
|
$274,530
0.05% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
750
shares
|
$274,530
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
749
shares
|
$274,163
0.06% of portfolio
|
Q1 2024
Reduced 5.07%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
748
shares
|
$273,797
0.04% of portfolio
|
Q3 2024
Reduced 34.84%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
747
shares
|
$273,431
0.09% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
747
shares
|
$273,431
0.07% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
746
shares
|
$273,065
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 04, 2024 Q3 2024 |
745
shares
|
$272,699
0.09% of portfolio
|
Q3 2024
Added 2.76%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Oct 08, 2024 Q3 2024 |
744
shares
|
$272,333
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Dorsey Wright & Associates
|
Nov 15, 2024 Q3 2024 |
743
shares
|
$271,967
0.07% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
743
shares
|
$271,967
0.13% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
741
shares
|
$271,235
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Edmp, Inc.
|
Oct 31, 2024 Q3 2024 |
738
shares
|
$270,137
0.24% of portfolio
|
Q3 2024
Reduced 16.61%
|