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 $122 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First National Bank & Trust CO Of Newtown
|
Oct 31, 2024 Q3 2024 |
9,589
shares
|
$3.49 Million
0.72% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
9,589
shares
|
$3.49 Million
1.08% of portfolio
|
Q2 2022
Reduced 2.42%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
9,572
shares
|
$3.48 Million
0.16% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
9,563
shares
|
$3.48 Million
0.92% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
9,544
shares
|
$3.47 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
9,521
shares
|
$3.46 Million
0.64% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
9,481
shares
|
$3.45 Million
2.08% of portfolio
|
Q2 2023
Reduced 2.72%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
9,480
shares
|
$3.45 Million
0.36% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
9,476
shares
|
$3.45 Million
3.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Nov 12, 2024 Q3 2024 |
9,468
shares
|
$3.45 Million
1.8% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
9,464
shares
|
$3.44 Million
0.53% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
9,452
shares
|
$3.44 Million
0.48% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
9,431
shares
|
$3.43 Million
0.28% of portfolio
|
Q3 2024
Added 6.77%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
9,424
shares
|
$3.43 Million
0.83% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
9,404
shares
|
$3.42 Million
0.38% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
9,397
shares
|
$3.42 Million
1.38% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
9,367
shares
|
$3.41 Million
1.71% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
9,347
shares
|
$3.4 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Oct 24, 2024 Q3 2024 |
9,343
shares
|
$3.4 Million
2.22% of portfolio
|
Q3 2024
Reduced 12.07%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Nov 13, 2024 Q3 2024 |
9,343
shares
|
$3.4 Million
2.27% of portfolio
|
Q3 2024
Reduced 4.56%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
9,334
shares
|
$3.4 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Oct 25, 2024 Q3 2024 |
9,313
shares
|
$3.39 Million
1.06% of portfolio
|
Q3 2024
Added 44247.62%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
9,305
shares
|
$3.39 Million
0.09% of portfolio
|
Q3 2024
Added 16.43%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
9,298
shares
|
$3.38 Million
0.95% of portfolio
|
Q3 2023
Added 0.58%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
9,294
shares
|
$3.38 Million
0.61% of portfolio
|
Q3 2024
Added 5.93%
|