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 |
|---|---|---|---|---|---|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
2,833
shares
|
$1.02 Million
0.58% of portfolio
|
Q1 2024
Reduced 28.41%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
2,829
shares
|
$1.02 Million
0.29% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
2,828
shares
|
$1.02 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
2,818
shares
|
$1.02 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
2,813
shares
|
$1.01 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
Prosperitas Financial LLC
Valencia, CA |
Oct 29, 2024 Q3 2024 |
2,811
shares
|
$1.01 Million
0.59% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Peavine Capital, LLC
|
Oct 21, 2024 Q3 2024 |
2,800
shares
|
$1.01 Million
0.27% of portfolio
|
Q4 2018
Reduced 26.32%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
2,797
shares
|
$1.01 Million
0.14% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
2,792
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
2,789
shares
|
$1.01 Million
0.34% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 13, 2024 Q3 2024 |
2,785
shares
|
$1 Million
0.36% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,781
shares
|
$1 Million
0.09% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
2,781
shares
|
$1 Million
0.08% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Gladius Capital Management LP
Chicago, IL |
Nov 15, 2024 Q3 2024 |
2,781
shares
|
$1 Million
0.65% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
2,774
shares
|
$999,666
0.56% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
2,771
shares
|
$998,585
0.1% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
2,763
shares
|
$995,702
0.49% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Washburn Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
2,762
shares
|
$995,341
0.77% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
2,760
shares
|
$994,621
0.17% of portfolio
|
Q3 2024
Added 11.02%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
2,754
shares
|
$992,458
0.24% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
2,749
shares
|
$990,657
0.01% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,748
shares
|
$990,296
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
2,747
shares
|
$989,936
0.28% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
2,745
shares
|
$989,215
0.58% of portfolio
|
Q3 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,745
shares
|
$989,215
0.09% of portfolio
|
Q4 2023
Reduced 9.11%
|