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 |
|---|---|---|---|---|---|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,642
shares
|
$601,037
0.08% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,642
shares
|
$601,037
0.16% of portfolio
|
Q3 2024
Added 572.95%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
1,641
shares
|
$600,671
0.05% of portfolio
|
Q3 2024
Reduced 10.08%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
1,641
shares
|
$600,671
0.02% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
1,640
shares
|
$600,305
0.1% of portfolio
|
Q3 2024
Reduced 60.78%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Oct 21, 2024 Q3 2024 |
1,636
shares
|
$598,841
0.27% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,635
shares
|
$598,475
0.36% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,629
shares
|
$596,279
0.14% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Oct 25, 2024 Q3 2024 |
1,620
shares
|
$592,984
0.12% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
1,618
shares
|
$592,252
0.14% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
1,615
shares
|
$591,154
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
1,614
shares
|
$590,788
0.19% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
1,611
shares
|
$589,690
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,609
shares
|
$588,958
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
1,608
shares
|
$588,592
0.13% of portfolio
|
Q3 2024
Added 155.24%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
1,606
shares
|
$587,860
0.24% of portfolio
|
Q2 2020
New holding
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
1,604
shares
|
$587,128
0.4% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
1,604
shares
|
$587,128
0.06% of portfolio
|
Q3 2024
Reduced 23.18%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
1,602
shares
|
$586,396
0.19% of portfolio
|
Q3 2024
Added 126.27%
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
1,601
shares
|
$586,030
0.07% of portfolio
|
Q2 2024
Added 5.26%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
1,600
shares
|
$585,664
0.36% of portfolio
|
Q4 2021
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
1,600
shares
|
$585,664
0.16% of portfolio
|
Q4 2020
Reduced 38.46%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
1,600
shares
|
$585,664
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
1,598
shares
|
$584,931
0.5% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
1,590
shares
|
$582,003
0.08% of portfolio
|
Q3 2024
Added 0.25%
|