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 |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
137
shares
|
$51,484
0.01% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
136
shares
|
$51,108
0.01% of portfolio
|
Q2 2023
Reduced 42.37%
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
136
shares
|
$51,108
0.02% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
135
shares
|
$50,733
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
132
shares
|
$49,605
0.03% of portfolio
|
Q4 2021
Added 153.85%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
130
shares
|
$48,854
0.02% of portfolio
|
Q2 2022
Reduced 51.13%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
130
shares
|
$48,854
0.01% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
129
shares
|
$48,478
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
127
shares
|
$47,726
0.02% of portfolio
|
Q1 2022
Reduced 45.96%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Oct 15, 2024 Q3 2024 |
126
shares
|
$47,350
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
124
shares
|
$46,599
0.01% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
121
shares
|
$45,471
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
117
shares
|
$43,968
0.02% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
116
shares
|
$43,592
0.05% of portfolio
|
Q3 2023
Added 0.87%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
113
shares
|
$42,465
0.01% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
112
shares
|
$42,089
0.0% of portfolio
|
Q3 2024
Reduced 88.65%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
110
shares
|
$41,338
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
109
shares
|
$40,962
0.01% of portfolio
|
Q3 2024
Added 67.69%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
108
shares
|
$40,586
0.01% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
107
shares
|
$40,210
15.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
106
shares
|
$39,834
0.02% of portfolio
|
Q1 2024
Reduced 15.2%
|
|
|
West Financial Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
103
shares
|
$38,707
0.01% of portfolio
|
Q4 2023
Reduced 25.9%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
102
shares
|
$38,331
0.02% of portfolio
|
Q2 2024
Reduced 22.73%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
101
shares
|
$37,955
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
100
shares
|
$37,580
0.0% of portfolio
|
Q3 2022
New holding
|