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 |
|---|---|---|---|---|---|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,697
shares
|
$621,169
0.05% of portfolio
|
Q3 2024
Reduced 21.14%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
1,693
shares
|
$619,705
0.13% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,692
shares
|
$619,339
0.04% of portfolio
|
Q3 2024
Added 32.91%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
1,690
shares
|
$618,607
0.08% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
1,689
shares
|
$618,241
0.41% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,686
shares
|
$617,143
0.06% of portfolio
|
Q3 2023
Added 10.41%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
1,686
shares
|
$617,143
0.23% of portfolio
|
Q3 2024
Added 22.0%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 21, 2024 Q3 2024 |
1,684
shares
|
$616,411
0.19% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
1,684
shares
|
$616,411
0.13% of portfolio
|
Q2 2023
Reduced 0.36%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
1,677
shares
|
$613,849
0.19% of portfolio
|
Q1 2023
Reduced 3.18%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
1,674
shares
|
$612,750
0.16% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
1,674
shares
|
$612,750
0.16% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,670
shares
|
$611,286
0.08% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
1,668
shares
|
$610,554
0.04% of portfolio
|
Q3 2024
Reduced 30.44%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
1,665
shares
|
$609,456
0.36% of portfolio
|
Q2 2022
Added 6.39%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,665
shares
|
$609,456
0.02% of portfolio
|
Q3 2022
Added 5.05%
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,660
shares
|
$607,626
0.23% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
1,657
shares
|
$606,528
0.24% of portfolio
|
Q3 2024
Added 23.11%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
1,656
shares
|
$606,162
0.21% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
1,655
shares
|
$605,796
0.04% of portfolio
|
Q3 2024
Reduced 59.9%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
1,654
shares
|
$605,430
0.31% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
1,647
shares
|
$602,867
0.22% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,644
shares
|
$601,769
0.05% of portfolio
|
Q2 2023
Added 7.17%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
1,643
shares
|
$601,403
0.38% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
1,643
shares
|
$601,403
0.76% of portfolio
|
Q3 2024
Reduced 14.52%
|