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 |
|---|---|---|---|---|---|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
22,984
shares
|
$8.64 Million
1.56% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
22,964
shares
|
$8.63 Million
0.28% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
22,939
shares
|
$8.62 Million
1.42% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
22,909
shares
|
$8.61 Million
0.0% of portfolio
|
Q3 2024
Reduced 85.39%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
22,854
shares
|
$8.59 Million
4.2% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
22,841
shares
|
$8.58 Million
0.26% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
22,832
shares
|
$8.58 Million
1.27% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
22,672
shares
|
$8.52 Million
0.21% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
22,659
shares
|
$8.52 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
22,654
shares
|
$8.51 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Hodges Capital Management Inc.
|
Nov 15, 2024 Q3 2024 |
22,622
shares
|
$8.5 Million
0.59% of portfolio
|
Q3 2024
Added 19.03%
|
|
|
Narwhal Capital Management
|
Oct 22, 2024 Q3 2024 |
22,574
shares
|
$8.48 Million
0.81% of portfolio
|
Q3 2024
Reduced 11.36%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Nov 13, 2024 Q3 2024 |
22,525
shares
|
$8.46 Million
0.07% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
22,524
shares
|
$8.46 Million
0.98% of portfolio
|
Q3 2024
Added 10.02%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
22,431
shares
|
$8.43 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Oct 01, 2024 Q3 2024 |
22,405
shares
|
$8.42 Million
0.81% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
22,399
shares
|
$8.42 Million
1.86% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
22,348
shares
|
$8.4 Million
0.18% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
22,322
shares
|
$8.39 Million
0.55% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
22,250
shares
|
$8.36 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
22,205
shares
|
$8.34 Million
1.26% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
22,135
shares
|
$8.32 Million
0.11% of portfolio
|
Q3 2024
Reduced 69.33%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
22,111
shares
|
$8.31 Million
0.16% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
21,966
shares
|
$8.25 Million
0.19% of portfolio
|
Q2 2021
Reduced 4.76%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
21,826
shares
|
$8.2 Million
0.25% of portfolio
|
Q3 2024
Added 11.46%
|