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 |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
1,807
shares
|
$651,188
0.3% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Mc Broom & Associates, LLC
|
Oct 18, 2024 Q3 2024 |
1,806
shares
|
$650,828
0.43% of portfolio
|
Q1 2024
Reduced 14.0%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
1,805
shares
|
$650,467
0.49% of portfolio
|
Q4 2023
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
1,802
shares
|
$649,386
0.22% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,801
shares
|
$649,026
0.04% of portfolio
|
Q4 2023
Added 2.21%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,800
shares
|
$648,666
0.0% of portfolio
|
Q3 2023
Reduced 57.4%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,792
shares
|
$645,783
0.0% of portfolio
|
Q3 2024
Added 63.35%
|
|
|
Benchmark Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,785
shares
|
$643,260
0.35% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
1,784
shares
|
$642,900
0.13% of portfolio
|
Q2 2022
Reduced 93.39%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Oct 28, 2024 Q3 2024 |
1,784
shares
|
$642,900
0.45% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
1,782
shares
|
$642,179
0.21% of portfolio
|
Q3 2023
Reduced 14.66%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
1,782
shares
|
$642,179
0.22% of portfolio
|
Q3 2024
Added 48.5%
|
|
|
Life Steps Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
1,779
shares
|
$641,098
0.54% of portfolio
|
Q1 2024
Added 1.14%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
1,775
shares
|
$639,656
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
1,773
shares
|
$638,936
0.16% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,770
shares
|
$637,854
0.01% of portfolio
|
Q2 2023
Added 0.8%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
1,765
shares
|
$636,053
0.29% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
1,761
shares
|
$634,611
0.06% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,761
shares
|
$634,611
0.05% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
1,757
shares
|
$633,170
0.08% of portfolio
|
Q3 2024
Added 127.3%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,754
shares
|
$632,088
0.1% of portfolio
|
Q3 2024
Reduced 85.55%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
1,749
shares
|
$630,287
0.05% of portfolio
|
Q3 2024
Added 66.25%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
1,749
shares
|
$630,287
0.56% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,748
shares
|
$629,926
0.06% of portfolio
|
Q3 2024
Added 21.81%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
1,748
shares
|
$629,926
0.18% of portfolio
|
Q3 2024
Added 0.06%
|