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 |
|---|---|---|---|---|---|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
3,422
shares
|
$1.23 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
3,414
shares
|
$1.23 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,411
shares
|
$1.23 Million
1.37% of portfolio
|
Q3 2024
Reduced 46.43%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
3,409
shares
|
$1.23 Million
0.92% of portfolio
|
Q3 2024
Reduced 8.01%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
3,398
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
3,397
shares
|
$1.22 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,395
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2024
Added 5.9%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
3,394
shares
|
$1.22 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
3,389
shares
|
$1.22 Million
0.62% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
3,376
shares
|
$1.22 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Oct 31, 2024 Q3 2024 |
3,372
shares
|
$1.22 Million
1.01% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
3,371
shares
|
$1.21 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,369
shares
|
$1.21 Million
0.09% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
Oct 21, 2024 Q3 2024 |
3,365
shares
|
$1.21 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
3,359
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2024
Added 389.65%
|
|
|
Bath Savings Trust CO
|
Oct 07, 2024 Q3 2024 |
3,349
shares
|
$1.21 Million
0.13% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,345
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
3,340
shares
|
$1.2 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
3,340
shares
|
$1.2 Million
0.34% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
3,339
shares
|
$1.2 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
3,338
shares
|
$1.2 Million
0.18% of portfolio
|
Q3 2024
Reduced 23.05%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Oct 07, 2024 Q3 2024 |
3,335
shares
|
$1.2 Million
0.89% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Security Financial Services, Inc.
|
Nov 05, 2024 Q3 2024 |
3,334
shares
|
$1.2 Million
0.27% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 29, 2024 Q3 2024 |
3,313
shares
|
$1.19 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
3,312
shares
|
$1.19 Million
0.56% of portfolio
|
Q3 2024
Reduced 3.92%
|