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 |
|---|---|---|---|---|---|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Nov 13, 2024 Q3 2024 |
2,640
shares
|
$951,376
0.51% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 15, 2024 Q3 2024 |
2,639
shares
|
$951,016
0.09% of portfolio
|
Q3 2024
Reduced 46.98%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
2,616
shares
|
$942,727
0.09% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,616
shares
|
$942,727
0.08% of portfolio
|
Q4 2023
Added 1.36%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
2,614
shares
|
$942,007
0.13% of portfolio
|
Q3 2024
Reduced 19.37%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
2,613
shares
|
$941,646
0.03% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
2,609
shares
|
$940,205
0.11% of portfolio
|
Q3 2024
Reduced 17.46%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
2,607
shares
|
$939,484
0.09% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,597
shares
|
$935,880
0.0% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
2,592
shares
|
$934,079
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
2,591
shares
|
$933,718
0.23% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,589
shares
|
$932,997
0.06% of portfolio
|
Q4 2023
Reduced 84.54%
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
2,586
shares
|
$931,916
0.18% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
2,586
shares
|
$931,916
0.08% of portfolio
|
Q3 2022
Reduced 3.25%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
2,585
shares
|
$931,556
0.25% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
2,583
shares
|
$930,835
0.17% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
2,583
shares
|
$930,835
0.16% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
2,571
shares
|
$926,511
0.18% of portfolio
|
Q2 2023
Reduced 36.85%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
2,568
shares
|
$925,430
0.05% of portfolio
|
Q2 2023
Reduced 0.47%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
2,566
shares
|
$924,709
0.14% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
2,563
shares
|
$923,628
0.37% of portfolio
|
Q2 2023
Added 1.99%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
2,560
shares
|
$922,547
0.37% of portfolio
|
Q3 2024
Reduced 21.33%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
2,559
shares
|
$922,186
0.18% of portfolio
|
Q3 2024
Reduced 15.96%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
2,557
shares
|
$921,466
0.4% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
2,551
shares
|
$919,303
0.14% of portfolio
|
Q3 2024
Reduced 1.01%
|