Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,125 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
3,305
shares
|
$1.19 Million
0.16% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
3,300
shares
|
$1.19 Million
0.49% of portfolio
|
Q2 2024
Reduced 10.81%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,284
shares
|
$1.18 Million
0.26% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
3,280
shares
|
$1.18 Million
0.41% of portfolio
|
Q3 2024
Added 156.25%
|
|
|
Corundum Group, Inc.
|
Oct 18, 2024 Q3 2024 |
3,278
shares
|
$1.18 Million
0.59% of portfolio
|
Q3 2024
Reduced 41.97%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
3,272
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
3,259
shares
|
$1.17 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
3,241
shares
|
$1.17 Million
0.09% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
3,241
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2024
Added 42.09%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,236
shares
|
$1.17 Million
0.2% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
3,235
shares
|
$1.17 Million
0.22% of portfolio
|
Q1 2024
Added 2.63%
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
3,235
shares
|
$1.17 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
3,232
shares
|
$1.16 Million
0.2% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
3,230
shares
|
$1.16 Million
0.19% of portfolio
|
Q4 2023
Reduced 3.0%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Oct 21, 2024 Q3 2024 |
3,230
shares
|
$1.16 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
3,228
shares
|
$1.16 Million
0.3% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,224
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,218
shares
|
$1.16 Million
0.83% of portfolio
|
Q3 2024
Added 127.1%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
3,214
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
3,210
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2024
Reduced 47.2%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
3,200
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 49.09%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
3,199
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
3,193
shares
|
$1.15 Million
0.57% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
3,190
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
3,186
shares
|
$1.15 Million
0.58% of portfolio
|
Q3 2024
Added 2.12%
|