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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,286
shares
|
$823,805
0.06% of portfolio
|
Q3 2024
Reduced 49.59%
|
|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
2,280
shares
|
$821,643
0.09% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
2,278
shares
|
$820,922
0.4% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,276
shares
|
$820,202
0.36% of portfolio
|
Q4 2023
Added 17.5%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Nov 05, 2024 Q3 2024 |
2,254
shares
|
$812,273
0.09% of portfolio
|
Q3 2024
Added 24.26%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
2,247
shares
|
$809,751
0.04% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
2,242
shares
|
$807,949
0.05% of portfolio
|
Q3 2024
Added 52.83%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
2,242
shares
|
$807,949
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
2,239
shares
|
$806,868
0.09% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
2,237
shares
|
$806,147
0.08% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
2,232
shares
|
$804,345
0.58% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
2,229
shares
|
$803,264
0.06% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
2,221
shares
|
$800,381
0.15% of portfolio
|
Q3 2024
Reduced 50.86%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,217
shares
|
$798,940
0.29% of portfolio
|
Q2 2023
Added 3.02%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,212
shares
|
$797,138
0.05% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
2,210
shares
|
$796,417
0.07% of portfolio
|
Q1 2024
Added 34.59%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,207
shares
|
$795,336
0.57% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,206
shares
|
$794,976
0.17% of portfolio
|
Q3 2024
Added 139.26%
|
|
|
Close Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
2,201
shares
|
$793,174
0.03% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,197
shares
|
$791,732
0.16% of portfolio
|
Q4 2022
Added 8.49%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
2,196
shares
|
$791,372
0.09% of portfolio
|
Q3 2024
Added 1.34%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
2,195
shares
|
$791,012
0.19% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Horizon Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
2,194
shares
|
$790,651
0.17% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,188
shares
|
$788,489
0.25% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
2,187
shares
|
$788,129
0.28% of portfolio
|
Q3 2024
New holding
|