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 |
|---|---|---|---|---|---|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
6,303
shares
|
$2.29 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
6,281
shares
|
$2.29 Million
1.69% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
6,249
shares
|
$2.27 Million
0.33% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Oct 22, 2024 Q3 2024 |
6,247
shares
|
$2.27 Million
0.31% of portfolio
|
Q3 2024
Added 12.42%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
6,244
shares
|
$2.27 Million
0.61% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
6,238
shares
|
$2.27 Million
0.47% of portfolio
|
Q2 2024
Reduced 8.1%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
6,210
shares
|
$2.26 Million
0.02% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,202
shares
|
$2.26 Million
0.21% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,190
shares
|
$2.25 Million
0.01% of portfolio
|
Q4 2022
Reduced 4.11%
|
|
|
Weatherly Asset Management L. P.
|
Oct 28, 2024 Q3 2024 |
6,187
shares
|
$2.25 Million
0.21% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
Nov 14, 2024 Q3 2024 |
6,159
shares
|
$2.24 Million
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
6,153
shares
|
$2.24 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Oak Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
6,145
shares
|
$2.24 Million
0.85% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
6,141
shares
|
$2.23 Million
0.26% of portfolio
|
Q3 2024
Added 590.0%
|
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
6,133
shares
|
$2.23 Million
1.14% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
6,129
shares
|
$2.23 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
6,118
shares
|
$2.23 Million
0.19% of portfolio
|
Q3 2024
Added 158.91%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
6,117
shares
|
$2.23 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
6,115
shares
|
$2.23 Million
0.42% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Oct 17, 2024 Q3 2024 |
6,105
shares
|
$2.22 Million
0.33% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
6,101
shares
|
$2.22 Million
0.34% of portfolio
|
Q4 2022
Reduced 1.31%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
6,101
shares
|
$2.22 Million
1.01% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
6,092
shares
|
$2.22 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.74%
|
|
|
Stoneridge Investment Partners LLC
|
Oct 30, 2024 Q3 2024 |
6,043
shares
|
$2.2 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
6,040
shares
|
$2.2 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.2%
|