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 |
|---|---|---|---|---|---|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
250
shares
|
$93,950
0.05% of portfolio
|
Q3 2023
Reduced 61.54%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
250
shares
|
$93,950
0.07% of portfolio
|
Q2 2024
Added 18.48%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
250
shares
|
$93,950
0.06% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
248
shares
|
$93,198
0.04% of portfolio
|
Q3 2024
Reduced 54.74%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
246
shares
|
$92,446
0.01% of portfolio
|
Q3 2023
Added 12.33%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
237
shares
|
$89,064
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
236
shares
|
$88,688
0.0% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
236
shares
|
$88,688
0.04% of portfolio
|
Q3 2024
Added 18.59%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
232
shares
|
$87,185
0.08% of portfolio
|
Q1 2024
Reduced 57.12%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
231
shares
|
$86,809
0.04% of portfolio
|
Q2 2024
Reduced 18.09%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
228
shares
|
$85,682
0.04% of portfolio
|
Q3 2023
Added 20.0%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
227
shares
|
$85,306
0.05% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
226
shares
|
$84,930
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
224
shares
|
$84,179
0.02% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Moser Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
220
shares
|
$82,676
0.05% of portfolio
|
Q2 2021
Added 1000.0%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
217
shares
|
$81,548
0.02% of portfolio
|
Q3 2021
Added 60.74%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
215
shares
|
$80,797
0.02% of portfolio
|
Q3 2024
Reduced 35.63%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
212
shares
|
$79,669
0.06% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
212
shares
|
$79,669
0.03% of portfolio
|
Q3 2024
Added 35.03%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
211
shares
|
$79,293
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
206
shares
|
$77,414
0.01% of portfolio
|
Q1 2023
Reduced 32.68%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
206
shares
|
$77,414
0.02% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Chelsea Counsel CO
|
Nov 21, 2024 Q3 2024 |
200
shares
|
$75,160
0.04% of portfolio
|
Q2 2023
Added 11.11%
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
200
shares
|
$75,160
0.65% of portfolio
|
Q1 2024
New holding
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 08, 2024 Q3 2024 |
200
shares
|
$75,160
0.03% of portfolio
|
Q3 2022
New holding
|