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 |
|---|---|---|---|---|---|
|
Wagner Wealth Management, LLC
Greenville, SC |
Oct 10, 2024 Q3 2024 |
642
shares
|
$231,357
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
640
shares
|
$230,636
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
639
shares
|
$230,276
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Eagle Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
639
shares
|
$230,276
0.1% of portfolio
|
Q2 2024
Reduced 5.89%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
638
shares
|
$229,916
0.13% of portfolio
|
Q2 2024
Added 1.59%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
637
shares
|
$229,555
0.04% of portfolio
|
Q3 2024
Reduced 6.32%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
635
shares
|
$228,834
0.03% of portfolio
|
Q3 2024
Reduced 15.45%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
632
shares
|
$227,753
0.06% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
631
shares
|
$227,393
0.03% of portfolio
|
Q2 2024
Added 12.68%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
631
shares
|
$227,393
0.04% of portfolio
|
Q3 2024
Reduced 34.0%
|
|
|
Lazard Freres Gestion S.A.S.
|
Nov 13, 2024 Q3 2024 |
630
shares
|
$227,033
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
630
shares
|
$227,033
0.06% of portfolio
|
Q2 2024
Reduced 16.56%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Dec 03, 2024 Q3 2024 |
630
shares
|
$227,033
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
629
shares
|
$226,672
0.2% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
626
shares
|
$225,591
0.08% of portfolio
|
Q3 2024
Reduced 99.69%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
626
shares
|
$225,591
0.07% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
625
shares
|
$225,231
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
622
shares
|
$224,150
0.06% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
622
shares
|
$224,150
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Patron Partners, LLC
|
Nov 04, 2024 Q3 2024 |
621
shares
|
$223,789
0.14% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
621
shares
|
$223,789
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
621
shares
|
$223,789
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
621
shares
|
$223,789
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
620
shares
|
$223,429
0.09% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
620
shares
|
$223,429
0.03% of portfolio
|
Q1 2024
New holding
|