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 |
|---|---|---|---|---|---|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
20,114
shares
|
$7.56 Million
1.58% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
20,110
shares
|
$7.56 Million
1.85% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,005
shares
|
$7.52 Million
0.05% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Zimmer Partners, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$7.52 Million
0.16% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
19,923
shares
|
$7.49 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
19,791
shares
|
$7.44 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
19,720
shares
|
$7.41 Million
0.2% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
19,688
shares
|
$7.4 Million
0.65% of portfolio
|
Q3 2024
Added 21.47%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
19,591
shares
|
$7.36 Million
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
19,488
shares
|
$7.32 Million
0.16% of portfolio
|
Q4 2023
Added 0.37%
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
19,258
shares
|
$7.24 Million
0.35% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
19,224
shares
|
$7.22 Million
0.23% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
19,215
shares
|
$7.22 Million
0.09% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
19,186
shares
|
$7.21 Million
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
19,182
shares
|
$7.21 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
19,162
shares
|
$7.2 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
19,116
shares
|
$7.18 Million
0.16% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
18,901
shares
|
$7.1 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
18,864
shares
|
$7.09 Million
0.37% of portfolio
|
Q4 2022
Reduced 5.79%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
18,851
shares
|
$7.08 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
18,720
shares
|
$7.03 Million
0.03% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
18,708
shares
|
$7.03 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
18,635
shares
|
$7 Million
1.36% of portfolio
|
Q3 2024
New holding
|
|
|
Kiley Juergens Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
18,603
shares
|
$6.99 Million
1.96% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Australian Super Pty LTD
|
Oct 28, 2024 Q3 2024 |
18,550
shares
|
$6.97 Million
0.04% of portfolio
|
Q2 2024
Reduced 2.37%
|