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 |
|---|---|---|---|---|---|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
13,955
shares
|
$5.24 Million
5.01% of portfolio
|
Q1 2023
Added 14.23%
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
13,950
shares
|
$5.24 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
13,946
shares
|
$5.24 Million
1.67% of portfolio
|
Q4 2021
Added 0.01%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
13,931
shares
|
$5.24 Million
0.51% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
13,909
shares
|
$5.23 Million
0.87% of portfolio
|
Q4 2022
Added 65.19%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
13,902
shares
|
$5.22 Million
0.11% of portfolio
|
Q3 2024
Added 43.01%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Nov 06, 2024 Q3 2024 |
13,840
shares
|
$5.2 Million
1.39% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
13,808
shares
|
$5.19 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
13,751
shares
|
$5.17 Million
0.03% of portfolio
|
Q3 2024
Added 33.08%
|
|
|
Nikko Asset Management Americas, Inc.
|
Nov 07, 2024 Q3 2024 |
13,740
shares
|
$5.16 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
13,728
shares
|
$5.16 Million
2.11% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
13,704
shares
|
$5.15 Million
0.29% of portfolio
|
Q4 2022
Reduced 0.35%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
13,628
shares
|
$5.12 Million
1.9% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
13,619
shares
|
$5.12 Million
0.57% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2024 Q3 2024 |
13,562
shares
|
$5.1 Million
2.76% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,532
shares
|
$5.09 Million
0.15% of portfolio
|
Q3 2024
Added 24.08%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
13,506
shares
|
$5.08 Million
0.86% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Nov 06, 2024 Q3 2024 |
13,467
shares
|
$5.06 Million
0.23% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
13,443
shares
|
$5.05 Million
0.45% of portfolio
|
Q3 2024
Added 2.44%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
13,424
shares
|
$5.04 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
13,368
shares
|
$5.02 Million
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Reliant Investment Management, LLC
|
Oct 08, 2024 Q3 2024 |
13,360
shares
|
$5.02 Million
2.62% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
13,360
shares
|
$5.02 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
13,345
shares
|
$5.02 Million
1.7% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
13,317
shares
|
$5 Million
0.49% of portfolio
|
Q3 2024
Added 2.91%
|