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 |
|---|---|---|---|---|---|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
8,563
shares
|
$3.12 Million
0.08% of portfolio
|
Q3 2024
Added 99.6%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
8,544
shares
|
$3.11 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
8,535
shares
|
$3.11 Million
0.21% of portfolio
|
Q3 2024
Reduced 49.99%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
8,500
shares
|
$3.09 Million
1.7% of portfolio
|
Q2 2022
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
8,474
shares
|
$3.08 Million
0.58% of portfolio
|
Q3 2024
Added 68.27%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
8,472
shares
|
$3.08 Million
0.27% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
8,454
shares
|
$3.08 Million
0.16% of portfolio
|
Q3 2024
Reduced 47.61%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
8,422
shares
|
$3.06 Million
0.21% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
8,411
shares
|
$3.06 Million
1.15% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
8,399
shares
|
$3.06 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
8,393
shares
|
$3.05 Million
0.31% of portfolio
|
Q3 2024
Added 434.59%
|
|
|
Radnor Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
8,362
shares
|
$3.04 Million
0.49% of portfolio
|
Q3 2024
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
8,361
shares
|
$3.04 Million
0.06% of portfolio
|
Q3 2024
Added 16.19%
|
|
|
Park National Corp
|
Oct 01, 2024 Q3 2024 |
8,345
shares
|
$3.04 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Nov 13, 2024 Q3 2024 |
8,332
shares
|
$3.03 Million
1.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
8,326
shares
|
$3.03 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
8,324
shares
|
$3.03 Million
0.29% of portfolio
|
Q3 2024
Added 877.0%
|
|
|
Susquehanna Portfolio Strategies, LLC
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,300
shares
|
$3.02 Million
0.22% of portfolio
|
Q2 2024
Reduced 88.27%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
8,266
shares
|
$3.01 Million
0.44% of portfolio
|
Q3 2024
Added 25.78%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
8,260
shares
|
$3.01 Million
0.65% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
8,247
shares
|
$3 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
8,237
shares
|
$3 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Nov 08, 2024 Q3 2024 |
8,236
shares
|
$3 Million
0.99% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
8,235
shares
|
$3 Million
1.25% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Horizon Kinetics Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
8,216
shares
|
$2.99 Million
0.05% of portfolio
|
Q3 2024
Added 26.93%
|