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 |
|---|---|---|---|---|---|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
514
shares
|
$187,039
0.05% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Mason & Associates Inc
|
Oct 22, 2024 Q3 2024 |
513
shares
|
$186,675
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2024 Q3 2024 |
513
shares
|
$186,675
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
501
shares
|
$182,308
0.03% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
500
shares
|
$181,945
0.04% of portfolio
|
Q4 2023
Reduced 50.2%
|
|
|
Von Berge Wealth Management Group, LLC
|
Nov 12, 2024 Q3 2024 |
500
shares
|
$181,945
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
500
shares
|
$181,945
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
500
shares
|
$181,945
0.04% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Riverview Trust CO
|
Oct 17, 2024 Q3 2024 |
494
shares
|
$179,761
0.17% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 08, 2024 Q3 2024 |
493
shares
|
$179,397
0.97% of portfolio
|
Q2 2024
Reduced 3.9%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
490
shares
|
$178,306
0.3% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
489
shares
|
$177,942
0.08% of portfolio
|
Q3 2024
Added 40.11%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
481
shares
|
$175,031
0.07% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
477
shares
|
$173,575
0.14% of portfolio
|
Q3 2024
Reduced 6.29%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
473
shares
|
$172,119
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 22, 2024 Q3 2024 |
469
shares
|
$170,664
0.11% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
468
shares
|
$170,300
0.11% of portfolio
|
Q1 2024
Added 0.65%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
467
shares
|
$169,936
0.01% of portfolio
|
Q3 2024
Reduced 40.13%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
465
shares
|
$169,208
0.14% of portfolio
|
Q3 2024
Added 25.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
450
shares
|
$163,750
0.01% of portfolio
|
Q2 2023
Reduced 27.18%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
450
shares
|
$163,750
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
448
shares
|
$163,022
0.1% of portfolio
|
Q2 2018
Reduced 32.43%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
445
shares
|
$161,931
0.04% of portfolio
|
Q4 2023
Added 12.66%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
443
shares
|
$161,203
0.07% of portfolio
|
Q4 2023
Reduced 18.86%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
435
shares
|
$158,292
0.08% of portfolio
|
Q3 2023
Reduced 14.03%
|