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 |
|---|---|---|---|---|---|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
533
shares
|
$200,301
0.09% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Alpha Omega Wealth Management LLC
|
Oct 03, 2024 Q3 2024 |
530
shares
|
$199,174
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
529
shares
|
$198,798
0.05% of portfolio
|
Q2 2024
Reduced 6.7%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
529
shares
|
$198,798
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
529
shares
|
$198,798
0.02% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
528
shares
|
$198,422
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
527
shares
|
$198,046
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
527
shares
|
$198,046
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
527
shares
|
$198,046
0.02% of portfolio
|
Q3 2024
Reduced 64.13%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
527
shares
|
$198,046
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mbe Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
526
shares
|
$197,670
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
526
shares
|
$197,670
0.0% of portfolio
|
Q3 2022
Reduced 90.44%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
525
shares
|
$197,295
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
525
shares
|
$197,295
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
524
shares
|
$196,919
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
524
shares
|
$196,919
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
523
shares
|
$196,543
0.03% of portfolio
|
Q3 2024
Reduced 26.96%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
522
shares
|
$196,167
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
521
shares
|
$195,791
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
520
shares
|
$195,416
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
518
shares
|
$194,664
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
518
shares
|
$194,664
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
517
shares
|
$194,288
0.1% of portfolio
|
Q3 2024
Reduced 21.43%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Oct 15, 2024 Q3 2024 |
517
shares
|
$194,288
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Oct 15, 2024 Q3 2024 |
515
shares
|
$193,537
0.11% of portfolio
|
Q3 2024
New holding
|