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 |
|---|---|---|---|---|---|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
2,110
shares
|
$760,380
0.03% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,108
shares
|
$759,659
0.03% of portfolio
|
Q3 2022
Reduced 33.56%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
2,107
shares
|
$759,299
0.22% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
2,105
shares
|
$758,578
0.21% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
2,105
shares
|
$758,578
0.01% of portfolio
|
Q3 2024
Added 91.19%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
2,100
shares
|
$756,777
0.06% of portfolio
|
Q4 2022
Reduced 19.23%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,098
shares
|
$756,056
0.15% of portfolio
|
Q4 2023
Added 0.29%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
2,091
shares
|
$753,533
0.51% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
2,089
shares
|
$752,812
0.25% of portfolio
|
Q3 2024
Reduced 68.71%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,088
shares
|
$752,452
0.38% of portfolio
|
Q1 2024
Added 21.54%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
2,086
shares
|
$751,731
0.04% of portfolio
|
Q3 2022
Added 7.14%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
2,077
shares
|
$748,488
0.46% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
2,076
shares
|
$748,128
0.3% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
2,068
shares
|
$745,245
0.13% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
2,067
shares
|
$744,884
0.33% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
2,066
shares
|
$744,524
0.21% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
2,065
shares
|
$744,164
0.18% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
2,063
shares
|
$743,443
0.09% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Martin Capital Advisors, LLP
|
Oct 11, 2024 Q3 2024 |
2,061
shares
|
$742,722
0.58% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
|
Af Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
2,061
shares
|
$742,722
0.11% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Sound Financial Strategies Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,060
shares
|
$742,362
0.71% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,060
shares
|
$742,362
0.18% of portfolio
|
Q2 2022
Added 0.24%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
2,055
shares
|
$740,560
0.4% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
2,051
shares
|
$739,118
0.66% of portfolio
|
Q4 2023
Reduced 24.18%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
2,050
shares
|
$738,758
0.08% of portfolio
|
Q3 2024
Reduced 8.24%
|