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 |
|---|---|---|---|---|---|
|
Tilia Fiduciary Partners, Inc.
|
Oct 08, 2024 Q3 2024 |
711
shares
|
$260,254
0.2% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
710
shares
|
$259,888
0.02% of portfolio
|
Q3 2024
Reduced 12.78%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
710
shares
|
$259,888
0.02% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
709
shares
|
$259,522
0.04% of portfolio
|
Q3 2024
Added 14.17%
|
|
|
First Bank & Trust
|
Oct 24, 2024 Q3 2024 |
709
shares
|
$259,522
0.05% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Lynch & Associates
|
Oct 15, 2024 Q3 2024 |
708
shares
|
$259,156
0.06% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Geneva Partners, LLC
|
Oct 30, 2024 Q3 2024 |
707
shares
|
$258,790
0.12% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
706
shares
|
$258,424
0.01% of portfolio
|
Q1 2024
Reduced 10.06%
|
|
|
Jarislowsky, Fraser LTD
|
Nov 13, 2024 Q3 2024 |
705
shares
|
$258,058
0.0% of portfolio
|
Q1 2024
Reduced 2.28%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 12, 2024 Q3 2024 |
704
shares
|
$257,692
0.04% of portfolio
|
Q3 2024
Reduced 26.13%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
703
shares
|
$257,326
0.01% of portfolio
|
Q2 2024
Reduced 37.73%
|
|
|
Northside Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
700
shares
|
$256,228
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Fractal Investments LLC
|
Oct 30, 2024 Q3 2024 |
700
shares
|
$256,228
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Stone Run Capital, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
700
shares
|
$256,228
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
700
shares
|
$256,228
0.17% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Oct 03, 2024 Q3 2024 |
700
shares
|
$256,228
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
700
shares
|
$256,228
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 13, 2024 Q3 2024 |
698
shares
|
$255,495
0.17% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
Marotta Asset Management
|
Oct 03, 2024 Q3 2024 |
697
shares
|
$255,129
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
696
shares
|
$254,763
0.05% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
694
shares
|
$254,031
0.04% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
694
shares
|
$254,031
0.03% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
690
shares
|
$252,567
0.03% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Oct 15, 2024 Q3 2024 |
688
shares
|
$251,835
0.08% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
687
shares
|
$251,469
0.03% of portfolio
|
Q3 2024
New holding
|