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 |
|---|---|---|---|---|---|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
2,184
shares
|
$787,048
0.07% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
2,184
shares
|
$787,048
0.53% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,181
shares
|
$785,966
0.1% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
2,181
shares
|
$785,966
0.4% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
2,181
shares
|
$785,966
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,180
shares
|
$785,606
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
2,179
shares
|
$785,246
0.18% of portfolio
|
Q3 2024
Reduced 11.64%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,174
shares
|
$783,444
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,172
shares
|
$782,723
0.19% of portfolio
|
Q3 2024
Added 40.49%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
2,170
shares
|
$782,002
0.35% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
2,169
shares
|
$781,642
0.32% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
2,161
shares
|
$778,759
0.31% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
2,161
shares
|
$778,759
0.44% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Nov 08, 2024 Q3 2024 |
2,160
shares
|
$778,399
2.04% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Oct 08, 2024 Q3 2024 |
2,158
shares
|
$777,678
0.06% of portfolio
|
Q3 2024
Added 16.08%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
2,156
shares
|
$776,957
0.23% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
2,146
shares
|
$773,354
0.23% of portfolio
|
Q3 2024
Reduced 46.6%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Oct 07, 2024 Q3 2024 |
2,144
shares
|
$772,633
0.14% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
2,135
shares
|
$769,389
0.06% of portfolio
|
Q4 2023
Added 72.87%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
2,130
shares
|
$767,588
0.22% of portfolio
|
Q1 2024
Reduced 4.48%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
2,128
shares
|
$766,867
0.22% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,123
shares
|
$765,065
0.03% of portfolio
|
Q2 2024
Added 66.25%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
2,114
shares
|
$761,822
0.07% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
2,113
shares
|
$761,461
0.03% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
2,111
shares
|
$760,741
0.16% of portfolio
|
Q3 2024
Reduced 0.24%
|