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 |
|---|---|---|---|---|---|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
2,373
shares
|
$855,158
0.47% of portfolio
|
Q3 2024
Added 6.84%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
2,372
shares
|
$854,797
0.15% of portfolio
|
Q3 2024
Reduced 3.77%
|
|
|
Rnc Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
2,372
shares
|
$854,797
0.05% of portfolio
|
Q2 2024
Added 1.93%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
2,367
shares
|
$852,995
0.39% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
2,357
shares
|
$849,392
0.09% of portfolio
|
Q3 2024
Reduced 88.6%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,356
shares
|
$849,031
0.05% of portfolio
|
Q3 2024
Added 9.23%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
2,354
shares
|
$848,310
0.27% of portfolio
|
Q2 2022
Reduced 35.28%
|
|
|
Washington Trust Bank
|
Oct 31, 2024 Q3 2024 |
2,349
shares
|
$846,509
0.09% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
2,349
shares
|
$846,509
0.07% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Addison Capital CO
|
Oct 17, 2024 Q3 2024 |
2,344
shares
|
$844,707
0.38% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
2,343
shares
|
$844,346
0.69% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
2,342
shares
|
$843,986
0.25% of portfolio
|
Q4 2022
Reduced 1.22%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
2,340
shares
|
$843,265
0.12% of portfolio
|
Q3 2024
Added 122.86%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,337
shares
|
$842,184
0.27% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Oct 09, 2024 Q3 2024 |
2,337
shares
|
$842,184
0.82% of portfolio
|
Q4 2023
New holding
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
2,326
shares
|
$838,220
0.05% of portfolio
|
Q3 2024
Reduced 97.46%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
2,321
shares
|
$836,418
0.53% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,318
shares
|
$835,337
0.78% of portfolio
|
Q2 2024
Added 9.44%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
2,313
shares
|
$833,535
0.46% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
2,306
shares
|
$831,013
0.64% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
2,305
shares
|
$830,652
0.24% of portfolio
|
Q3 2024
Reduced 27.4%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
2,305
shares
|
$830,652
0.14% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,293
shares
|
$826,328
0.38% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Mechanics Bank Trust Department
|
Oct 10, 2024 Q3 2024 |
2,292
shares
|
$825,968
0.12% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
2,292
shares
|
$825,968
0.29% of portfolio
|
Q3 2024
Reduced 4.18%
|