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 $126 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
573
shares
|
$208,508
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
572
shares
|
$208,145
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
570
shares
|
$207,417
0.15% of portfolio
|
Q3 2024
Reduced 61.15%
|
|
|
Prairie View Partners, LLC
|
Oct 18, 2024 Q3 2024 |
568
shares
|
$206,689
0.02% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
568
shares
|
$206,689
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
568
shares
|
$206,689
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sloy Dahl & Holst, LLC
|
Oct 17, 2024 Q3 2024 |
566
shares
|
$205,961
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
566
shares
|
$205,961
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
565
shares
|
$205,597
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 05, 2024 Q3 2024 |
564
shares
|
$205,233
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
564
shares
|
$205,233
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
564
shares
|
$205,233
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Renaissance Investment Group LLC
|
Oct 10, 2024 Q3 2024 |
563
shares
|
$204,870
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
563
shares
|
$204,870
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
562
shares
|
$204,506
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
562
shares
|
$204,506
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wp Wealth LLP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
560
shares
|
$203,778
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
559
shares
|
$203,414
0.03% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
557
shares
|
$202,686
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
555
shares
|
$201,958
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
555
shares
|
$201,958
0.04% of portfolio
|
Q1 2024
Reduced 86.9%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
554
shares
|
$201,595
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
553
shares
|
$201,231
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Nov 12, 2024 Q3 2024 |
553
shares
|
$201,231
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
551
shares
|
$200,503
0.09% of portfolio
|
Q3 2024
New holding
|