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 |
|---|---|---|---|---|---|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
736
shares
|
$269,405
0.09% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
736
shares
|
$269,405
0.07% of portfolio
|
Q3 2024
Reduced 21.45%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
734
shares
|
$268,673
0.14% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
732
shares
|
$267,941
0.01% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Nov 14, 2024 Q3 2024 |
732
shares
|
$267,941
0.18% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
732
shares
|
$267,941
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
730
shares
|
$267,209
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
730
shares
|
$267,209
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
729
shares
|
$266,843
0.08% of portfolio
|
Q3 2024
Reduced 26.88%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
727
shares
|
$266,111
0.1% of portfolio
|
Q3 2024
Reduced 22.16%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
727
shares
|
$266,111
0.05% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
721
shares
|
$263,914
0.16% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
720
shares
|
$263,548
0.04% of portfolio
|
Q3 2024
Reduced 23.81%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2024 Q3 2024 |
720
shares
|
$263,548
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
720
shares
|
$263,548
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
719
shares
|
$263,182
0.73% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
716
shares
|
$262,084
0.11% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
715
shares
|
$261,718
0.2% of portfolio
|
Q4 2021
New holding
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
714
shares
|
$261,352
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
714
shares
|
$261,352
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
714
shares
|
$261,352
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
713
shares
|
$260,986
0.01% of portfolio
|
Q3 2024
Reduced 89.47%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
713
shares
|
$260,986
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
712
shares
|
$260,620
0.16% of portfolio
|
Q2 2024
Added 2.15%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
712
shares
|
$260,620
0.05% of portfolio
|
Q3 2024
New holding
|