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 |
|---|---|---|---|---|---|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,063
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 86.37%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
3,057
shares
|
$1.1 Million
0.47% of portfolio
|
Q3 2024
Reduced 5.68%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
3,053
shares
|
$1.1 Million
0.3% of portfolio
|
Q3 2024
Added 32.28%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
3,044
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
3,041
shares
|
$1.1 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
3,036
shares
|
$1.09 Million
0.34% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
3,031
shares
|
$1.09 Million
0.52% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
3,022
shares
|
$1.09 Million
0.6% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
3,011
shares
|
$1.09 Million
1.11% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
3,005
shares
|
$1.08 Million
0.67% of portfolio
|
Q3 2023
Reduced 67.49%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,003
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.21%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
3,002
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Nov 04, 2024 Q3 2024 |
3,000
shares
|
$1.08 Million
0.35% of portfolio
|
Q2 2019
Reduced 50.0%
|
|
|
Birinyi Associates Inc
|
Nov 14, 2024 Q3 2024 |
3,000
shares
|
$1.08 Million
0.34% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,995
shares
|
$1.08 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
2,994
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2024
Reduced 15.35%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,989
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
2,984
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
2,980
shares
|
$1.07 Million
0.06% of portfolio
|
Q3 2024
Added 1.33%
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
2,979
shares
|
$1.07 Million
0.26% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Oct 21, 2024 Q3 2024 |
2,970
shares
|
$1.07 Million
0.96% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
2,969
shares
|
$1.07 Million
0.35% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Cmg Global Holdings, LLC
|
Nov 12, 2024 Q3 2024 |
2,968
shares
|
$1.07 Million
0.69% of portfolio
|
Q4 2023
Reduced 0.8%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
2,965
shares
|
$1.07 Million
0.07% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
2,962
shares
|
$1.07 Million
0.53% of portfolio
|
Q3 2024
Reduced 11.9%
|