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 |
|---|---|---|---|---|---|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
4,511
shares
|
$1.64 Million
0.46% of portfolio
|
Q3 2024
Added 13.28%
|
|
|
Altshuler Shaham LTD
|
Nov 14, 2024 Q3 2024 |
4,511
shares
|
$1.64 Million
0.11% of portfolio
|
Q3 2024
Reduced 98.36%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
4,511
shares
|
$1.64 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Westhampton Capital, LLC
|
Oct 21, 2024 Q3 2024 |
4,510
shares
|
$1.64 Million
0.9% of portfolio
|
Q4 2022
Reduced 0.33%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
4,502
shares
|
$1.64 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
4,491
shares
|
$1.63 Million
0.04% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
4,491
shares
|
$1.63 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Norway Savings Bank
|
Oct 15, 2024 Q3 2024 |
4,477
shares
|
$1.63 Million
0.95% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
4,470
shares
|
$1.63 Million
0.53% of portfolio
|
Q3 2024
Reduced 38.51%
|
|
|
Old West Investment Management, LLC
Los Angeles, CA |
Nov 19, 2024 Q3 2024 |
4,458
shares
|
$1.62 Million
0.71% of portfolio
|
Q2 2024
New holding
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
4,450
shares
|
$1.62 Million
1.28% of portfolio
|
Q1 2024
Reduced 5.98%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
4,430
shares
|
$1.61 Million
0.43% of portfolio
|
Q2 2024
Added 2.43%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
4,421
shares
|
$1.61 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
4,421
shares
|
$1.61 Million
1.31% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
4,421
shares
|
$1.61 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
4,408
shares
|
$1.6 Million
0.76% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
4,408
shares
|
$1.6 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
4,404
shares
|
$1.6 Million
0.15% of portfolio
|
Q3 2024
Reduced 17.12%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
4,393
shares
|
$1.6 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
4,392
shares
|
$1.6 Million
0.44% of portfolio
|
Q3 2024
Reduced 17.64%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,390
shares
|
$1.6 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Am Investment Strategies LLC
|
Oct 29, 2024 Q3 2024 |
4,384
shares
|
$1.6 Million
0.42% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
4,378
shares
|
$1.59 Million
0.08% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
4,371
shares
|
$1.59 Million
0.05% of portfolio
|
Q2 2024
Added 56.95%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
4,366
shares
|
$1.59 Million
0.94% of portfolio
|
Q3 2024
Added 0.14%
|