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 |
|---|---|---|---|---|---|
|
Graphene Investments Sas
Paris, I0 |
Oct 15, 2024 Q3 2024 |
8,200
shares
|
$2.98 Million
2.06% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
8,193
shares
|
$2.98 Million
2.31% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
8,184
shares
|
$2.98 Million
0.11% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
8,163
shares
|
$2.97 Million
1.75% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
8,151
shares
|
$2.97 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
8,123
shares
|
$2.96 Million
0.07% of portfolio
|
Q3 2024
Added 62.98%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
8,112
shares
|
$2.95 Million
0.08% of portfolio
|
Q3 2024
Added 21.46%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
8,094
shares
|
$2.95 Million
0.2% of portfolio
|
Q3 2024
Reduced 8.77%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
8,079
shares
|
$2.94 Million
0.07% of portfolio
|
Q3 2024
Added 17.6%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Nov 01, 2024 Q3 2024 |
8,069
shares
|
$2.94 Million
0.35% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
8,044
shares
|
$2.93 Million
0.12% of portfolio
|
Q3 2024
Added 24.46%
|
|
|
G&S Capital LLC
|
Oct 16, 2024 Q3 2024 |
8,036
shares
|
$2.92 Million
1.37% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
8,031
shares
|
$2.92 Million
0.33% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
8,009
shares
|
$2.91 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
8,000
shares
|
$2.91 Million
0.11% of portfolio
|
Q3 2019
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
7,980
shares
|
$2.9 Million
0.31% of portfolio
|
Q3 2024
Added 33.07%
|
|
|
Bowen Hanes & CO Inc
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
7,944
shares
|
$2.89 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
7,935
shares
|
$2.89 Million
2.23% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
7,922
shares
|
$2.88 Million
0.86% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
7,919
shares
|
$2.88 Million
0.43% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Fruth Investment Management
|
Oct 11, 2024 Q3 2024 |
7,903
shares
|
$2.88 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,881
shares
|
$2.87 Million
0.28% of portfolio
|
Q4 2022
Added 3.18%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
7,828
shares
|
$2.85 Million
1.1% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,821
shares
|
$2.85 Million
0.05% of portfolio
|
Q2 2020
Reduced 19.03%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Nov 04, 2024 Q3 2024 |
7,800
shares
|
$2.84 Million
0.76% of portfolio
|
Q2 2018
New holding
|