Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,127 institutions that hold shares in the stock, with a total of 336 Million shares, which have been reported (via 13F filing form) to have a value of $122 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
620
shares
|
$225,611
0.09% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
620
shares
|
$225,611
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
619
shares
|
$225,247
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bourne Lent Asset Management Inc
|
Oct 15, 2024 Q3 2024 |
618
shares
|
$224,884
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
617
shares
|
$224,520
0.26% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
615
shares
|
$223,792
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
614
shares
|
$223,428
0.07% of portfolio
|
Q3 2024
Added 68.68%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
614
shares
|
$223,428
0.02% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
611
shares
|
$222,336
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
610
shares
|
$221,972
0.01% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
610
shares
|
$221,972
0.2% of portfolio
|
Q3 2024
Added 281.25%
|
|
|
Unison Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
606
shares
|
$220,517
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
606
shares
|
$220,517
0.08% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
605
shares
|
$220,153
0.06% of portfolio
|
Q3 2024
Reduced 35.29%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
605
shares
|
$220,153
0.02% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
604
shares
|
$219,789
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Nov 15, 2024 Q3 2024 |
601
shares
|
$218,697
0.29% of portfolio
|
Q3 2024
Reduced 92.85%
|
|
|
Baugh & Associates, LLC
|
Oct 31, 2024 Q3 2024 |
600
shares
|
$218,334
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Osher Van De Voorde Investment Management
|
Oct 08, 2024 Q3 2024 |
600
shares
|
$218,334
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Weybosset Research & Management LLC
|
Oct 02, 2024 Q3 2024 |
600
shares
|
$218,334
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
600
shares
|
$218,334
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
600
shares
|
$218,334
0.04% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Oct 24, 2024 Q3 2024 |
600
shares
|
$218,334
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
599
shares
|
$217,970
0.06% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
598
shares
|
$217,606
0.0% of portfolio
|
Q3 2024
New holding
|