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 |
|---|---|---|---|---|---|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
1,900
shares
|
$684,703
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
1,892
shares
|
$681,820
0.04% of portfolio
|
Q3 2024
Added 63.39%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
1,891
shares
|
$681,459
0.17% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
1,890
shares
|
$681,099
0.41% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Oct 15, 2024 Q3 2024 |
1,887
shares
|
$680,018
0.61% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
1,885
shares
|
$679,297
0.1% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,883
shares
|
$678,576
0.36% of portfolio
|
Q3 2024
Reduced 26.87%
|
|
|
Deseret Mutual Benefit Administrators
|
Oct 31, 2024 Q3 2024 |
1,881
shares
|
$677,855
0.38% of portfolio
|
Q3 2024
Reduced 20.47%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
1,878
shares
|
$676,774
0.09% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
1,874
shares
|
$675,333
0.14% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
1,858
shares
|
$669,567
0.17% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
1,853
shares
|
$667,765
0.1% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
1,850
shares
|
$666,684
0.05% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,848
shares
|
$665,963
0.38% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
1,846
shares
|
$665,243
0.44% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
1,844
shares
|
$664,522
0.19% of portfolio
|
Q3 2024
Reduced 4.9%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
1,843
shares
|
$664,161
0.05% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
1,839
shares
|
$662,720
0.08% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
1,832
shares
|
$660,197
0.43% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
1,824
shares
|
$657,314
0.42% of portfolio
|
Q3 2024
Reduced 2.72%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
1,824
shares
|
$657,314
0.05% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 23, 2024 Q3 2024 |
1,824
shares
|
$657,314
0.29% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Aft, Forsyth & Company, Inc.
|
Nov 13, 2024 Q3 2024 |
1,815
shares
|
$654,071
0.36% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
1,812
shares
|
$652,990
0.26% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
1,810
shares
|
$652,269
0.23% of portfolio
|
Q3 2024
Reduced 3.52%
|