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 |
|---|---|---|---|---|---|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
657
shares
|
$236,763
0.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
657
shares
|
$236,763
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
656
shares
|
$236,402
0.17% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
655
shares
|
$236,042
0.03% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Oct 28, 2024 Q3 2024 |
655
shares
|
$236,042
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
653
shares
|
$235,321
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
652
shares
|
$234,961
0.16% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
652
shares
|
$234,961
0.08% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Nia Impact Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
651
shares
|
$234,600
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
651
shares
|
$234,600
0.03% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
651
shares
|
$234,600
0.08% of portfolio
|
Q4 2023
Reduced 0.31%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
651
shares
|
$234,600
0.13% of portfolio
|
Q2 2024
Added 13.52%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
650
shares
|
$234,240
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
650
shares
|
$234,240
0.11% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
649
shares
|
$233,880
0.07% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
649
shares
|
$233,880
0.26% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
648
shares
|
$233,519
0.03% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Oct 09, 2024 Q3 2024 |
648
shares
|
$233,519
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Rw Investment Management LLC
Eagle, ID |
Nov 12, 2024 Q3 2024 |
648
shares
|
$233,519
0.03% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
|
New Jersey Better Educational Savings Trust
|
Nov 04, 2024 Q3 2024 |
647
shares
|
$233,159
0.48% of portfolio
|
Q2 2024
Reduced 53.79%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
647
shares
|
$233,159
0.11% of portfolio
|
Q3 2024
Reduced 16.94%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
646
shares
|
$232,799
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
645
shares
|
$232,438
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
645
shares
|
$232,438
0.18% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
643
shares
|
$231,717
0.16% of portfolio
|
Q3 2024
Reduced 7.22%
|