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 |
|---|---|---|---|---|---|
|
Wealth Quarterback LLC
Toms River, NJ |
Nov 01, 2024 Q3 2024 |
2,960
shares
|
$1.07 Million
0.6% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
2,953
shares
|
$1.06 Million
0.12% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
2,952
shares
|
$1.06 Million
0.38% of portfolio
|
Q3 2024
Reduced 10.82%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
2,943
shares
|
$1.06 Million
0.03% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Harfst & Associates, Inc.
|
Oct 18, 2024 Q3 2024 |
2,941
shares
|
$1.06 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Wealth Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,940
shares
|
$1.06 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
2,939
shares
|
$1.06 Million
0.27% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
2,938
shares
|
$1.06 Million
0.18% of portfolio
|
Q2 2024
Reduced 15.06%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
2,932
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2023
Added 0.79%
|
|
|
Peoples Financial Services Corp.
|
Oct 16, 2024 Q3 2024 |
2,918
shares
|
$1.05 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Well Done, LLC
|
Oct 17, 2024 Q3 2024 |
2,915
shares
|
$1.05 Million
0.21% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Denali Advisors LLC
|
Nov 13, 2024 Q3 2024 |
2,913
shares
|
$1.05 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
2,910
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
2,910
shares
|
$1.05 Million
0.28% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
2,908
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
2,904
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,896
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2024
Reduced 17.96%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
2,880
shares
|
$1.04 Million
0.2% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
2,878
shares
|
$1.04 Million
0.29% of portfolio
|
Q4 2020
Reduced 25.82%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
2,870
shares
|
$1.03 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
2,869
shares
|
$1.03 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
2,869
shares
|
$1.03 Million
0.17% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
2,860
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Nov 15, 2024 Q3 2024 |
2,859
shares
|
$1.03 Million
0.86% of portfolio
|
Q2 2024
Reduced 5.04%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Oct 24, 2024 Q3 2024 |
2,848
shares
|
$1.03 Million
0.33% of portfolio
|
Q3 2024
Added 88.61%
|