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 |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
62,384
shares
|
$23.4 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
62,096
shares
|
$23.3 Million
0.03% of portfolio
|
Q3 2024
Added 30948.0%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
61,817
shares
|
$23.2 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
61,590
shares
|
$23.1 Million
0.38% of portfolio
|
Q4 2022
Added 2.86%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
61,198
shares
|
$23 Million
0.37% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
60,646
shares
|
$22.8 Million
2.05% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Nov 12, 2024 Q3 2024 |
60,000
shares
|
$22.5 Million
1.35% of portfolio
|
Q3 2019
Reduced 0.01%
|
|
|
Ccm Investment Advisers LLC
|
Oct 09, 2024 Q3 2024 |
59,706
shares
|
$22.4 Million
2.63% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
59,698
shares
|
$22.4 Million
0.1% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 24, 2024 Q3 2024 |
59,511
shares
|
$22.4 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
58,982
shares
|
$22.2 Million
0.32% of portfolio
|
Q3 2024
Added 25.41%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
58,256
shares
|
$21.9 Million
1.09% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
58,119
shares
|
$21.8 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
57,727
shares
|
$21.7 Million
0.67% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
57,360
shares
|
$21.6 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2024 Q3 2024 |
57,230
shares
|
$21.5 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
56,973
shares
|
$21.4 Million
0.16% of portfolio
|
Q3 2024
Reduced 21.94%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
56,800
shares
|
$21.3 Million
0.04% of portfolio
|
Q3 2024
Added 28300.0%
|
|
|
Richard C. Young & Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
56,791
shares
|
$21.3 Million
2.58% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2024 Q3 2024 |
56,690
shares
|
$21.3 Million
0.02% of portfolio
|
Q3 2024
Added 25.2%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 14, 2024 Q3 2024 |
56,406
shares
|
$21.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
56,314
shares
|
$21.2 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
55,802
shares
|
$21 Million
0.06% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Callahan Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
55,346
shares
|
$20.8 Million
2.2% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
55,250
shares
|
$20.8 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.81%
|