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 |
|---|---|---|---|---|---|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
6,968
shares
|
$2.54 Million
0.36% of portfolio
|
Q4 2023
Reduced 3.13%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
6,942
shares
|
$2.53 Million
0.03% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
6,906
shares
|
$2.51 Million
0.45% of portfolio
|
Q3 2024
Reduced 37.65%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
6,901
shares
|
$2.51 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
6,897
shares
|
$2.51 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
6,846
shares
|
$2.49 Million
0.15% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,831
shares
|
$2.49 Million
0.06% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
6,800
shares
|
$2.47 Million
0.12% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 21, 2024 Q3 2024 |
6,787
shares
|
$2.47 Million
0.44% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
6,783
shares
|
$2.47 Million
0.22% of portfolio
|
Q3 2021
Reduced 12.07%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
6,721
shares
|
$2.45 Million
1.3% of portfolio
|
Q2 2024
Added 0.79%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
6,721
shares
|
$2.45 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
6,701
shares
|
$2.44 Million
0.06% of portfolio
|
Q1 2023
Added 5.79%
|
|
|
Ar Asset Management Inc
|
Nov 13, 2024 Q3 2024 |
6,700
shares
|
$2.44 Million
0.58% of portfolio
|
Q2 2022
Reduced 1.47%
|
|
|
Trust Investment Advisors
|
Nov 12, 2024 Q3 2024 |
6,692
shares
|
$2.44 Million
1.71% of portfolio
|
Q3 2024
Reduced 7.68%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
6,676
shares
|
$2.43 Million
0.18% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
6,671
shares
|
$2.43 Million
0.16% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
Nov 08, 2024 Q3 2024 |
6,649
shares
|
$2.42 Million
0.02% of portfolio
|
Q3 2024
Reduced 59.77%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
6,628
shares
|
$2.41 Million
1.66% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
6,622
shares
|
$2.41 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
6,622
shares
|
$2.41 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
6,615
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2022
Added 0.09%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Oct 31, 2024 Q3 2024 |
6,598
shares
|
$2.4 Million
1.15% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
6,594
shares
|
$2.4 Million
0.35% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
6,593
shares
|
$2.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 28.43%
|