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 $122 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
1,986
shares
|
$724,611
0.11% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
1,985
shares
|
$724,247
0.26% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,985
shares
|
$724,247
0.0% of portfolio
|
Q3 2024
Reduced 31.43%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
1,985
shares
|
$724,247
0.16% of portfolio
|
Q3 2024
Reduced 21.61%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Nov 04, 2024 Q3 2024 |
1,984
shares
|
$723,882
0.41% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,979
shares
|
$722,057
0.14% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,978
shares
|
$721,693
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
1,977
shares
|
$721,328
0.28% of portfolio
|
Q2 2024
Reduced 15.3%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 12, 2024 Q3 2024 |
1,964
shares
|
$716,585
0.04% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
1,964
shares
|
$716,585
0.06% of portfolio
|
Q2 2024
Reduced 8.18%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
1,962
shares
|
$715,855
0.16% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
1,957
shares
|
$714,031
0.25% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
1,948
shares
|
$710,747
0.04% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
1,943
shares
|
$708,922
0.03% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,942
shares
|
$708,558
0.12% of portfolio
|
Q3 2024
Reduced 30.49%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,941
shares
|
$708,193
0.27% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
1,937
shares
|
$706,733
0.28% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
1,930
shares
|
$704,179
0.14% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Mizuho Securities Co. Ltd.
|
Nov 05, 2024 Q3 2024 |
1,930
shares
|
$704,179
1.95% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
1,929
shares
|
$703,814
0.04% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
1,921
shares
|
$700,896
0.29% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
1,916
shares
|
$699,071
0.19% of portfolio
|
Q4 2023
Added 2.02%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
1,915
shares
|
$698,706
0.39% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
1,909
shares
|
$696,517
0.51% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,907
shares
|
$695,788
0.24% of portfolio
|
Q3 2024
Added 0.26%
|