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 |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,180
shares
|
$1.15 Million
0.28% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,160
shares
|
$1.14 Million
0.57% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,158
shares
|
$1.14 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
3,157
shares
|
$1.14 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,157
shares
|
$1.14 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
3,156
shares
|
$1.14 Million
0.13% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 21, 2024 Q3 2024 |
3,145
shares
|
$1.13 Million
0.83% of portfolio
|
Q3 2024
Reduced 16.02%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
3,144
shares
|
$1.13 Million
0.15% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,142
shares
|
$1.13 Million
0.41% of portfolio
|
Q1 2024
Reduced 6.26%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
3,141
shares
|
$1.13 Million
0.09% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
3,134
shares
|
$1.13 Million
0.84% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,131
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Gleason Group, Inc.
|
Oct 15, 2024 Q3 2024 |
3,122
shares
|
$1.13 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
3,121
shares
|
$1.12 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Wilkins Investment Counsel Inc
|
Nov 12, 2024 Q3 2024 |
3,120
shares
|
$1.12 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,115
shares
|
$1.12 Million
0.13% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,107
shares
|
$1.12 Million
0.42% of portfolio
|
Q3 2023
Added 1.34%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
3,102
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Benin Management Corp
|
Oct 21, 2024 Q3 2024 |
3,097
shares
|
$1.12 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
3,081
shares
|
$1.11 Million
0.48% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
3,080
shares
|
$1.11 Million
0.14% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
3,076
shares
|
$1.11 Million
0.56% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
3,075
shares
|
$1.11 Million
0.34% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,075
shares
|
$1.11 Million
0.25% of portfolio
|
Q1 2024
Reduced 2.38%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
3,066
shares
|
$1.1 Million
0.43% of portfolio
|
Q3 2024
Added 11.21%
|