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 |
|---|---|---|---|---|---|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
38,531
shares
|
$14.5 Million
3.14% of portfolio
|
Q1 2024
Added 4152.87%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
38,521
shares
|
$14.5 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
38,439
shares
|
$14.4 Million
0.5% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
38,353
shares
|
$14.4 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
38,350
shares
|
$14.4 Million
2.29% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
37,697
shares
|
$14.2 Million
0.74% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
37,634
shares
|
$14.1 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
37,370
shares
|
$14 Million
0.58% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
37,315
shares
|
$14 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 18, 2024 Q3 2024 |
37,189
shares
|
$14 Million
0.13% of portfolio
|
Q3 2024
Reduced 9.18%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
37,175
shares
|
$14 Million
0.69% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
36,980
shares
|
$13.9 Million
2.32% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
36,884
shares
|
$13.9 Million
0.57% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
36,510
shares
|
$13.7 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
36,500
shares
|
$13.7 Million
0.57% of portfolio
|
Q3 2024
Added 13.0%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
36,439
shares
|
$13.7 Million
2.19% of portfolio
|
Q2 2022
Added 22.62%
|
|
|
Vantage Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
36,289
shares
|
$13.6 Million
1.19% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
36,197
shares
|
$13.6 Million
0.29% of portfolio
|
Q2 2024
Reduced 3.72%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
36,111
shares
|
$13.6 Million
0.62% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
35,828
shares
|
$13.5 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
35,804
shares
|
$13.5 Million
0.54% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
35,793
shares
|
$13.5 Million
0.4% of portfolio
|
Q3 2024
Reduced 14.1%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
35,350
shares
|
$13.3 Million
1.27% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
35,121
shares
|
$13.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
35,119
shares
|
$13.2 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.33%
|