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 |
|---|---|---|---|---|---|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
21,744
shares
|
$8.17 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
21,728
shares
|
$8.17 Million
0.17% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
21,694
shares
|
$8.15 Million
2.03% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
21,634
shares
|
$8.13 Million
0.14% of portfolio
|
Q3 2024
Reduced 12.86%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Oct 31, 2024 Q3 2024 |
21,612
shares
|
$8.12 Million
0.08% of portfolio
|
Q3 2024
Reduced 11.67%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
21,598
shares
|
$8.12 Million
1.78% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Groupama Asset Managment
Paris, I0 |
Nov 15, 2024 Q3 2024 |
21,541
shares
|
$8.1 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Boit C F David
Boston, MA |
Oct 07, 2024 Q3 2024 |
21,400
shares
|
$8.04 Million
4.16% of portfolio
|
Q1 2024
Reduced 4.46%
|
|
|
Ctc LLC
|
Nov 14, 2024 Q3 2024 |
21,373
shares
|
$8.03 Million
0.22% of portfolio
|
Q3 2024
Added 541.06%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
21,272
shares
|
$7.99 Million
0.27% of portfolio
|
Q2 2022
Added 1.12%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
21,200
shares
|
$7.97 Million
0.72% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
21,182
shares
|
$7.96 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
21,129
shares
|
$7.94 Million
0.15% of portfolio
|
Q3 2024
Added 139.15%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
21,107
shares
|
$7.93 Million
2.56% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
21,079
shares
|
$7.92 Million
0.35% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
21,018
shares
|
$7.9 Million
1.72% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Sentry LLC
Memphis, TN |
Oct 15, 2024 Q3 2024 |
20,771
shares
|
$7.81 Million
1.57% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
20,762
shares
|
$7.8 Million
0.09% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
20,594
shares
|
$7.74 Million
0.12% of portfolio
|
Q3 2024
Added 16.72%
|
|
|
Public Sector Pension Investment Board
Montreal, A8 |
Nov 14, 2024 Q3 2024 |
20,548
shares
|
$7.72 Million
0.04% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
20,480
shares
|
$7.7 Million
0.02% of portfolio
|
Q2 2023
Reduced 1.72%
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
20,373
shares
|
$7.66 Million
2.01% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Churchill Management Corp
|
Oct 15, 2024 Q3 2024 |
20,187
shares
|
$7.59 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
20,157
shares
|
$7.58 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
20,142
shares
|
$7.57 Million
0.33% of portfolio
|
Q3 2024
Added 33.95%
|