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 |
|---|---|---|---|---|---|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
9,282
shares
|
$3.38 Million
0.21% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
9,228
shares
|
$3.36 Million
0.61% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
9,228
shares
|
$3.36 Million
0.14% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,124
shares
|
$3.32 Million
0.8% of portfolio
|
Q1 2024
Added 37.49%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
9,112
shares
|
$3.32 Million
0.8% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Oct 15, 2024 Q3 2024 |
9,100
shares
|
$3.31 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
9,092
shares
|
$3.31 Million
1.93% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
9,028
shares
|
$3.29 Million
0.46% of portfolio
|
Q3 2024
Added 28.97%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
9,006
shares
|
$3.28 Million
0.21% of portfolio
|
Q3 2023
Added 8.15%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
9,005
shares
|
$3.28 Million
0.33% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Nov 04, 2024 Q3 2024 |
8,964
shares
|
$3.26 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
8,960
shares
|
$3.26 Million
0.98% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
8,940
shares
|
$3.25 Million
0.51% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
8,908
shares
|
$3.24 Million
0.07% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
8,848
shares
|
$3.22 Million
0.21% of portfolio
|
Q3 2024
Added 14.57%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
8,845
shares
|
$3.22 Million
0.08% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
8,804
shares
|
$3.2 Million
0.13% of portfolio
|
Q3 2022
Added 83.84%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
8,782
shares
|
$3.2 Million
0.08% of portfolio
|
Q4 2023
Added 42.91%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
8,766
shares
|
$3.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 04, 2024 Q3 2024 |
8,710
shares
|
$3.17 Million
0.51% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
8,703
shares
|
$3.17 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
8,692
shares
|
$3.16 Million
2.44% of portfolio
|
Q2 2024
Reduced 4.45%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
8,684
shares
|
$3.16 Million
0.4% of portfolio
|
Q3 2024
Added 5.54%
|
|
|
Gould Capital, LLC
|
Nov 15, 2024 Q3 2024 |
8,677
shares
|
$3.16 Million
2.25% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
8,587
shares
|
$3.12 Million
0.47% of portfolio
|
Q3 2024
Added 5.56%
|