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 |
|---|---|---|---|---|---|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
27,845
shares
|
$10.5 Million
0.45% of portfolio
|
Q3 2024
Added 21.81%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
27,695
shares
|
$10.4 Million
0.16% of portfolio
|
Q2 2024
Added 10.48%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
27,445
shares
|
$10.3 Million
0.73% of portfolio
|
Q3 2024
Added 34.96%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
27,438
shares
|
$10.3 Million
0.13% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
27,416
shares
|
$10.3 Million
0.16% of portfolio
|
Q3 2024
Added 8.62%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
27,323
shares
|
$10.3 Million
0.27% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
27,300
shares
|
$10.3 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
27,098
shares
|
$10.2 Million
0.21% of portfolio
|
Q3 2024
Added 151.19%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
27,056
shares
|
$10.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 11.44%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
27,053
shares
|
$10.2 Million
0.11% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
26,992
shares
|
$10.1 Million
0.33% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
26,819
shares
|
$10.1 Million
0.31% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
26,788
shares
|
$10.1 Million
0.47% of portfolio
|
Q3 2024
Added 871.99%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
26,619
shares
|
$10 Million
4.77% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
26,503
shares
|
$9.96 Million
0.51% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
26,455
shares
|
$9.94 Million
3.88% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
26,274
shares
|
$9.87 Million
1.01% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Addenda Capital Inc.
|
Oct 15, 2024 Q3 2024 |
26,232
shares
|
$9.86 Million
0.5% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 18, 2024 Q3 2024 |
26,098
shares
|
$9.81 Million
2.85% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
25,912
shares
|
$9.74 Million
2.28% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
25,624
shares
|
$9.63 Million
0.22% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
25,600
shares
|
$9.62 Million
1.88% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
25,361
shares
|
$9.53 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,319
shares
|
$9.51 Million
0.28% of portfolio
|
Q3 2023
Added 8.91%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
25,212
shares
|
$9.47 Million
1.39% of portfolio
|
Q3 2024
Reduced 10.87%
|