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 |
|---|---|---|---|---|---|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
2,467
shares
|
$889,032
0.56% of portfolio
|
Q1 2024
Added 9.64%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 29, 2024 Q3 2024 |
2,464
shares
|
$887,951
0.6% of portfolio
|
Q3 2024
Added 22.22%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 14, 2024 Q3 2024 |
2,464
shares
|
$887,951
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
2,462
shares
|
$887,230
0.35% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,461
shares
|
$886,870
0.11% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,454
shares
|
$884,347
0.29% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
2,453
shares
|
$883,987
0.93% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
2,442
shares
|
$880,023
0.27% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,442
shares
|
$880,023
0.14% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
2,440
shares
|
$879,302
0.19% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
2,439
shares
|
$878,942
0.01% of portfolio
|
Q3 2024
Added 22.01%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
2,436
shares
|
$877,861
0.5% of portfolio
|
Q3 2024
Reduced 7.76%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
2,436
shares
|
$877,861
0.08% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
2,434
shares
|
$877,140
0.02% of portfolio
|
Q2 2023
Reduced 1.06%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
2,429
shares
|
$875,338
0.45% of portfolio
|
Q3 2024
Reduced 46.58%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
2,427
shares
|
$874,617
0.36% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
2,425
shares
|
$873,897
0.21% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 24, 2024 Q3 2024 |
2,421
shares
|
$872,455
0.3% of portfolio
|
Q3 2024
Added 19.91%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
2,420
shares
|
$872,095
0.08% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
2,413
shares
|
$869,572
0.06% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
2,402
shares
|
$865,608
0.09% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
2,400
shares
|
$864,888
0.31% of portfolio
|
Q1 2024
Reduced 4.04%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,400
shares
|
$864,888
0.15% of portfolio
|
Q1 2022
Added 4.35%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
2,385
shares
|
$859,482
0.46% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
2,381
shares
|
$858,040
0.51% of portfolio
|
Q3 2024
New holding
|