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 |
|---|---|---|---|---|---|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
31,414
shares
|
$11.8 Million
0.9% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Paradiem, LLC
|
Oct 24, 2024 Q3 2024 |
31,273
shares
|
$11.8 Million
3.01% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
30,802
shares
|
$11.6 Million
0.29% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Shelter Mutual Insurance CO
|
Nov 08, 2024 Q3 2024 |
30,780
shares
|
$11.6 Million
3.01% of portfolio
|
Q4 2023
Reduced 10.0%
|
|
|
Hartford Investment Management CO
|
Oct 22, 2024 Q3 2024 |
30,525
shares
|
$11.5 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 04, 2024 Q3 2024 |
30,410
shares
|
$11.4 Million
2.94% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
30,115
shares
|
$11.3 Million
1.18% of portfolio
|
Q3 2024
Reduced 9.49%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
30,067
shares
|
$11.3 Million
0.27% of portfolio
|
Q3 2024
Reduced 69.98%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
29,985
shares
|
$11.3 Million
0.17% of portfolio
|
Q3 2023
Reduced 13.69%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
29,767
shares
|
$11.2 Million
0.59% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,676
shares
|
$11.2 Million
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
29,382
shares
|
$11 Million
1.57% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
29,362
shares
|
$11 Million
0.14% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
29,296
shares
|
$11 Million
0.4% of portfolio
|
Q2 2024
Added 2.47%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
29,241
shares
|
$11 Million
0.83% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
29,069
shares
|
$10.9 Million
0.17% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
28,986
shares
|
$10.9 Million
0.2% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
28,759
shares
|
$10.8 Million
0.14% of portfolio
|
Q3 2022
Reduced 0.66%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
28,360
shares
|
$10.7 Million
0.14% of portfolio
|
Q3 2024
Added 19.96%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
28,337
shares
|
$10.6 Million
0.49% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
28,288
shares
|
$10.6 Million
0.85% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
28,213
shares
|
$10.6 Million
0.12% of portfolio
|
Q3 2023
Reduced 68.92%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
28,201
shares
|
$10.6 Million
0.24% of portfolio
|
Q3 2024
Reduced 26.01%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
28,027
shares
|
$10.5 Million
0.26% of portfolio
|
Q3 2024
Reduced 46.14%
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Oct 28, 2024 Q3 2024 |
27,886
shares
|
$10.5 Million
2.03% of portfolio
|
Q1 2024
Added 0.5%
|