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 |
|---|---|---|---|---|---|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
5,200
shares
|
$1.89 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,195
shares
|
$1.89 Million
0.08% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
5,186
shares
|
$1.89 Million
1.54% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,159
shares
|
$1.88 Million
0.14% of portfolio
|
Q3 2024
Added 6.63%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
5,150
shares
|
$1.87 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
5,140
shares
|
$1.87 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
5,114
shares
|
$1.86 Million
0.43% of portfolio
|
Q3 2024
Added 5.64%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
5,107
shares
|
$1.86 Million
0.04% of portfolio
|
Q3 2024
Added 331.33%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,103
shares
|
$1.86 Million
0.12% of portfolio
|
Q3 2023
Reduced 1.9%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
5,103
shares
|
$1.86 Million
0.09% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
5,102
shares
|
$1.86 Million
0.14% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
5,078
shares
|
$1.85 Million
0.15% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,050
shares
|
$1.84 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,037
shares
|
$1.83 Million
0.02% of portfolio
|
Q4 2023
Reduced 8.47%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 28, 2024 Q3 2024 |
5,032
shares
|
$1.83 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Nov 14, 2024 Q3 2024 |
5,025
shares
|
$1.83 Million
0.93% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
5,021
shares
|
$1.83 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
5,018
shares
|
$1.83 Million
0.09% of portfolio
|
Q3 2022
Reduced 2.9%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
5,017
shares
|
$1.83 Million
0.22% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
5,014
shares
|
$1.82 Million
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
5,008
shares
|
$1.82 Million
0.2% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
5,004
shares
|
$1.82 Million
0.63% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
4,994
shares
|
$1.82 Million
0.37% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
4,982
shares
|
$1.81 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
4,981
shares
|
$1.81 Million
0.38% of portfolio
|
Q3 2024
Added 0.06%
|