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 |
|---|---|---|---|---|---|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,743
shares
|
$988,494
0.06% of portfolio
|
Q2 2023
Reduced 9.86%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,743
shares
|
$988,494
0.06% of portfolio
|
Q2 2023
Reduced 9.86%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
2,736
shares
|
$985,972
0.38% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
2,728
shares
|
$983,089
0.09% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
2,727
shares
|
$982,728
0.05% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
2,724
shares
|
$981,647
0.13% of portfolio
|
Q3 2024
Reduced 36.94%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
2,715
shares
|
$978,404
0.18% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,712
shares
|
$977,323
0.04% of portfolio
|
Q4 2022
Added 1.57%
|
|
|
Puzo Michael J
|
Nov 12, 2024 Q3 2024 |
2,710
shares
|
$976,602
0.28% of portfolio
|
Q2 2024
Reduced 13.97%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
2,701
shares
|
$973,359
0.33% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Nov 08, 2024 Q3 2024 |
2,700
shares
|
$972,999
0.15% of portfolio
|
Q4 2022
Reduced 79.76%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
2,698
shares
|
$972,278
0.8% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
2,696
shares
|
$971,557
0.41% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
2,694
shares
|
$970,836
0.07% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Nov 04, 2024 Q3 2024 |
2,694
shares
|
$970,836
0.57% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
2,691
shares
|
$969,755
0.35% of portfolio
|
Q3 2024
Added 10.06%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,677
shares
|
$964,710
0.03% of portfolio
|
Q3 2024
Added 24.34%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
2,666
shares
|
$960,746
0.16% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
2,656
shares
|
$957,142
0.27% of portfolio
|
Q3 2024
Added 8.81%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
2,650
shares
|
$954,980
0.16% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
2,649
shares
|
$954,620
0.1% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
2,646
shares
|
$953,539
0.31% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
2,645
shares
|
$953,178
0.36% of portfolio
|
Q1 2024
Added 8.18%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
2,643
shares
|
$952,457
0.04% of portfolio
|
Q1 2024
Reduced 2.22%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
2,641
shares
|
$951,737
0.84% of portfolio
|
Q3 2024
Added 1.69%
|