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 |
|---|---|---|---|---|---|
|
Your Advocates Ltd., LLP
Houston, TX |
Oct 25, 2024 Q3 2024 |
200
shares
|
$75,160
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
200
shares
|
$75,160
0.01% of portfolio
|
Q3 2022
Reduced 27.01%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
200
shares
|
$75,160
0.01% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
Jul 03, 2024 Q2 2024 |
200
shares
|
$75,160
2.86% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
199
shares
|
$74,784
0.01% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
191
shares
|
$71,777
0.05% of portfolio
|
Q2 2024
Added 2.14%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
189
shares
|
$71,026
0.04% of portfolio
|
Q1 2023
Added 10.53%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
183
shares
|
$68,771
0.05% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
178
shares
|
$66,892
0.05% of portfolio
|
Q3 2022
Added 0.56%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
169
shares
|
$63,510
0.03% of portfolio
|
Q3 2024
Added 46.96%
|
|
|
Hbc Financial Services, Pllc
|
Nov 06, 2024 Q3 2024 |
168
shares
|
$63,134
0.04% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
165
shares
|
$62,007
0.04% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
164
shares
|
$61,631
0.02% of portfolio
|
Q3 2023
Added 69.07%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
162
shares
|
$60,879
0.01% of portfolio
|
Q2 2024
Reduced 51.06%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
160
shares
|
$60,128
0.02% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
159
shares
|
$59,752
0.0% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
159
shares
|
$59,752
0.01% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
156
shares
|
$58,624
0.01% of portfolio
|
Q3 2024
Added 47.17%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
153
shares
|
$57,497
0.03% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
148
shares
|
$55,618
0.0% of portfolio
|
Q2 2024
Reduced 22.11%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
145
shares
|
$54,491
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
145
shares
|
$54,491
0.02% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
143
shares
|
$53,739
0.01% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
140
shares
|
$52,612
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
138
shares
|
$51,860
0.04% of portfolio
|
Q3 2024
Added 2.22%
|