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 |
|---|---|---|---|---|---|
|
Moran Wealth Management, LLC
Naples, FL |
Nov 08, 2024 Q3 2024 |
55,199
shares
|
$20.7 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
54,818
shares
|
$20.6 Million
0.96% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
54,685
shares
|
$20.6 Million
0.18% of portfolio
|
Q3 2024
Added 12.2%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
54,469
shares
|
$20.5 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
54,405
shares
|
$20.4 Million
0.09% of portfolio
|
Q3 2024
Reduced 30.86%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
54,005
shares
|
$20.3 Million
0.73% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
53,368
shares
|
$20.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 83.02%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
53,332
shares
|
$20 Million
0.34% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
53,060
shares
|
$19.9 Million
0.34% of portfolio
|
Q1 2023
Added 1849.3%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
52,169
shares
|
$19.6 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
51,654
shares
|
$19.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.14%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
51,577
shares
|
$19.4 Million
0.25% of portfolio
|
Q3 2024
Added 33.48%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
51,315
shares
|
$19.3 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
51,233
shares
|
$19.3 Million
2.77% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
50,935
shares
|
$19.1 Million
0.58% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
49,526
shares
|
$18.6 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
49,454
shares
|
$18.6 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
48,965
shares
|
$18.4 Million
0.75% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
48,366
shares
|
$18.2 Million
0.7% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 04, 2024 Q3 2024 |
47,570
shares
|
$17.9 Million
0.33% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Dec 10, 2024 Q3 2024 |
47,105
shares
|
$17.7 Million
6.73% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
46,548
shares
|
$17.5 Million
0.1% of portfolio
|
Q3 2024
Reduced 53.59%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 13, 2024 Q3 2024 |
46,472
shares
|
$17.5 Million
0.4% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Dnca Finance
Paris, I0 |
Nov 13, 2024 Q3 2024 |
46,400
shares
|
$17.4 Million
1.56% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Oct 30, 2024 Q3 2024 |
46,362
shares
|
$17.4 Million
0.6% of portfolio
|
Q3 2024
Reduced 12.61%
|