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 |
|---|---|---|---|---|---|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
4,698
shares
|
$1.71 Million
0.22% of portfolio
|
Q3 2024
Added 168.76%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
4,685
shares
|
$1.7 Million
0.81% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
4,679
shares
|
$1.7 Million
1.36% of portfolio
|
Q4 2023
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,677
shares
|
$1.7 Million
0.15% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
4,669
shares
|
$1.7 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
4,649
shares
|
$1.69 Million
0.54% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,649
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2022
Added 110.17%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
4,644
shares
|
$1.69 Million
0.08% of portfolio
|
Q3 2024
Reduced 11.44%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
4,640
shares
|
$1.69 Million
0.09% of portfolio
|
Q3 2024
Reduced 18.32%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
4,637
shares
|
$1.69 Million
0.27% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Farmers Trust CO
|
Oct 03, 2024 Q3 2024 |
4,636
shares
|
$1.69 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
4,635
shares
|
$1.69 Million
0.16% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
4,626
shares
|
$1.68 Million
0.44% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
4,623
shares
|
$1.68 Million
0.35% of portfolio
|
Q3 2024
Added 6.25%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,610
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Added 286.42%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
4,603
shares
|
$1.67 Million
0.39% of portfolio
|
Q3 2024
Reduced 31.34%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
Nov 01, 2024 Q3 2024 |
4,585
shares
|
$1.67 Million
1.14% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
4,575
shares
|
$1.66 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.87%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
4,573
shares
|
$1.66 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
4,559
shares
|
$1.66 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,558
shares
|
$1.66 Million
0.1% of portfolio
|
Q2 2022
Reduced 3.23%
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Nov 01, 2024 Q3 2024 |
4,553
shares
|
$1.66 Million
0.52% of portfolio
|
Q3 2024
Reduced 26.06%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,539
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
4,535
shares
|
$1.65 Million
0.12% of portfolio
|
Q3 2024
Added 351.24%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
4,519
shares
|
$1.64 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.07%
|