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 |
|---|---|---|---|---|---|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,204
shares
|
$1.53 Million
2.25% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
4,202
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2024
Added 379.68%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
4,189
shares
|
$1.52 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
4,178
shares
|
$1.52 Million
0.11% of portfolio
|
Q2 2024
Reduced 7.61%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
4,170
shares
|
$1.52 Million
0.32% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
4,169
shares
|
$1.52 Million
0.1% of portfolio
|
Q4 2022
Reduced 4.38%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
4,164
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
4,156
shares
|
$1.51 Million
0.74% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Nov 13, 2024 Q3 2024 |
4,152
shares
|
$1.51 Million
0.18% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,145
shares
|
$1.51 Million
0.24% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,132
shares
|
$1.5 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
4,115
shares
|
$1.5 Million
0.58% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,112
shares
|
$1.5 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
4,104
shares
|
$1.49 Million
0.33% of portfolio
|
Q3 2024
Added 104.89%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
4,093
shares
|
$1.49 Million
0.15% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,087
shares
|
$1.49 Million
0.2% of portfolio
|
Q3 2023
Reduced 3.06%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
4,086
shares
|
$1.49 Million
0.25% of portfolio
|
Q3 2024
Reduced 2.39%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
4,077
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2024 Q3 2024 |
4,058
shares
|
$1.48 Million
0.76% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
4,044
shares
|
$1.47 Million
0.08% of portfolio
|
Q1 2024
Reduced 3.92%
|
|
|
Spreng Capital Management, Inc.
|
Oct 17, 2024 Q3 2024 |
4,041
shares
|
$1.47 Million
0.74% of portfolio
|
Q3 2024
Reduced 28.87%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
4,039
shares
|
$1.47 Million
0.12% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
4,037
shares
|
$1.47 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,034
shares
|
$1.47 Million
0.52% of portfolio
|
Q2 2022
Added 4.13%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
4,027
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.02%
|