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 |
|---|---|---|---|---|---|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
1,588
shares
|
$581,271
0.03% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
1,586
shares
|
$580,539
0.03% of portfolio
|
Q4 2023
Reduced 16.7%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
1,582
shares
|
$579,075
0.08% of portfolio
|
Q3 2024
Reduced 10.22%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
1,582
shares
|
$579,075
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
1,581
shares
|
$578,709
0.09% of portfolio
|
Q2 2024
Added 4.68%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,577
shares
|
$577,245
0.28% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Van Hulzen Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,576
shares
|
$576,879
0.04% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
1,572
shares
|
$575,414
0.06% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
1,572
shares
|
$575,414
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
1,570
shares
|
$574,682
0.02% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
1,569
shares
|
$574,316
0.09% of portfolio
|
Q2 2021
Added 2.75%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,568
shares
|
$573,950
0.07% of portfolio
|
Q3 2024
Added 40.0%
|
|
|
Sanchez Wealth Management Group
|
Nov 05, 2024 Q3 2024 |
1,561
shares
|
$571,388
0.2% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
1,560
shares
|
$571,022
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,558
shares
|
$570,290
0.1% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
1,557
shares
|
$569,924
0.18% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
1,557
shares
|
$569,924
0.06% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
1,557
shares
|
$569,924
0.15% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
1,555
shares
|
$569,192
0.11% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Oct 16, 2024 Q3 2024 |
1,553
shares
|
$568,460
0.14% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
1,550
shares
|
$567,362
0.28% of portfolio
|
Q2 2023
Reduced 0.83%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,550
shares
|
$567,362
0.05% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
1,550
shares
|
$567,362
0.15% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
1,549
shares
|
$566,995
0.16% of portfolio
|
Q1 2024
Reduced 3.37%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
1,548
shares
|
$566,629
0.3% of portfolio
|
Q3 2024
Reduced 10.0%
|