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 |
|---|---|---|---|---|---|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
551
shares
|
$207,065
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
551
shares
|
$207,065
0.05% of portfolio
|
Q2 2023
Reduced 2.65%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
551
shares
|
$207,065
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
551
shares
|
$207,065
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
550
shares
|
$206,690
0.12% of portfolio
|
Q3 2024
Reduced 15.38%
|
|
|
Scott & Selber, Inc.
|
Nov 01, 2024 Q3 2024 |
550
shares
|
$206,690
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
First National Bank Of Omaha
Omaha, NE |
Nov 15, 2024 Q3 2024 |
550
shares
|
$206,690
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
550
shares
|
$206,690
0.05% of portfolio
|
Q3 2024
Reduced 42.11%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
549
shares
|
$206,314
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
549
shares
|
$206,314
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
549
shares
|
$206,314
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
546
shares
|
$205,186
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Nov 05, 2024 Q3 2024 |
545
shares
|
$204,811
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
545
shares
|
$204,811
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
544
shares
|
$204,435
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
544
shares
|
$204,435
0.07% of portfolio
|
Q1 2024
Reduced 97.14%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
544
shares
|
$204,435
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
543
shares
|
$204,059
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
542
shares
|
$203,683
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
542
shares
|
$203,683
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
540
shares
|
$202,932
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
537
shares
|
$201,804
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Nov 13, 2024 Q3 2024 |
537
shares
|
$201,804
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
536
shares
|
$201,428
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
535
shares
|
$201,053
0.11% of portfolio
|
Q3 2024
New holding
|