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 |
|---|---|---|---|---|---|
|
Cortland Associates Inc
|
Oct 29, 2024 Q3 2024 |
2,544
shares
|
$916,781
0.13% of portfolio
|
Q3 2024
Added 89.0%
|
|
|
Disciplined Equity Management, Inc.
|
Oct 11, 2024 Q3 2024 |
2,540
shares
|
$915,339
0.63% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
2,538
shares
|
$914,619
0.08% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
2,537
shares
|
$914,258
0.8% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Fortem Financial Group, LLC
|
Nov 18, 2024 Q3 2024 |
2,535
shares
|
$913,537
0.41% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
2,535
shares
|
$913,537
0.66% of portfolio
|
Q3 2024
Added 3.01%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
2,527
shares
|
$910,654
0.47% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,526
shares
|
$910,294
0.48% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2,525
shares
|
$909,934
0.5% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
2,521
shares
|
$908,492
0.39% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
2,520
shares
|
$908,132
0.04% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
2,512
shares
|
$905,249
0.33% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
2,505
shares
|
$902,726
0.13% of portfolio
|
Q3 2024
Added 32.19%
|
|
|
Kercheville Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,500
shares
|
$900,925
0.41% of portfolio
|
Q4 2022
Reduced 21.88%
|
|
|
Sippican Capital Advisors
|
Oct 28, 2024 Q3 2024 |
2,500
shares
|
$900,925
0.75% of portfolio
|
Q2 2022
Reduced 10.71%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 07, 2024 Q3 2024 |
2,500
shares
|
$900,925
0.83% of portfolio
|
Q2 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
2,490
shares
|
$897,321
0.3% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,485
shares
|
$895,519
0.8% of portfolio
|
Q2 2024
Added 14.52%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
2,485
shares
|
$895,519
0.42% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
2,480
shares
|
$893,717
0.33% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,478
shares
|
$892,996
0.09% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Hamel Associates, Inc.
|
Nov 05, 2024 Q3 2024 |
2,478
shares
|
$892,996
0.3% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
2,478
shares
|
$892,996
0.09% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
2,472
shares
|
$890,834
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
2,471
shares
|
$890,474
0.08% of portfolio
|
Q2 2024
Reduced 6.33%
|