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 |
|---|---|---|---|---|---|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
597
shares
|
$215,140
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Holdings, Inc.
|
Oct 10, 2024 Q3 2024 |
596
shares
|
$214,780
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Oct 29, 2024 Q3 2024 |
595
shares
|
$214,420
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Nov 06, 2024 Q3 2024 |
593
shares
|
$213,699
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
592
shares
|
$213,339
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
590
shares
|
$212,618
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Street Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
588
shares
|
$211,897
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Oct 15, 2024 Q3 2024 |
588
shares
|
$211,897
0.06% of portfolio
|
Q3 2024
Reduced 36.98%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
587
shares
|
$211,537
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Oct 15, 2024 Q3 2024 |
586
shares
|
$211,176
0.2% of portfolio
|
Q1 2024
Reduced 14.58%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Oct 15, 2024 Q3 2024 |
585
shares
|
$210,816
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Forth Right Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
584
shares
|
$210,456
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
584
shares
|
$210,456
0.02% of portfolio
|
Q3 2024
Reduced 73.31%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
582
shares
|
$209,735
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Hollow Brook Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
582
shares
|
$209,735
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
580
shares
|
$209,014
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
579
shares
|
$208,654
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Human Investing LLC
|
Oct 28, 2024 Q3 2024 |
579
shares
|
$208,654
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Dec 06, 2024 Q3 2024 |
576
shares
|
$207,573
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Encompass More Asset Management
Danville, CA |
Nov 14, 2024 Q3 2024 |
576
shares
|
$207,573
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 24, 2024 Q3 2024 |
575
shares
|
$207,212
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Nov 15, 2024 Q3 2024 |
575
shares
|
$207,212
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Investment CO
St. Louis, MO |
Nov 12, 2024 Q3 2024 |
575
shares
|
$207,212
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
573
shares
|
$206,492
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
572
shares
|
$206,131
0.14% of portfolio
|
Q3 2024
New holding
|