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 $123 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Camden National Bank
Camden, ME |
Nov 12, 2024 Q3 2024 |
1,546
shares
|
$565,897
0.09% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
1,546
shares
|
$565,897
0.04% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
1,546
shares
|
$565,897
0.18% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
1,543
shares
|
$564,799
0.06% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Sam Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
1,540
shares
|
$563,701
0.22% of portfolio
|
Q1 2022
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
1,537
shares
|
$562,603
0.06% of portfolio
|
Q3 2024
Added 18.14%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
1,533
shares
|
$561,139
0.18% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
1,533
shares
|
$561,139
0.24% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
1,530
shares
|
$560,041
0.37% of portfolio
|
Q2 2024
Added 6.99%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,529
shares
|
$559,675
0.12% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
1,528
shares
|
$559,309
0.36% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
1,518
shares
|
$555,648
0.17% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
1,513
shares
|
$553,818
0.1% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
1,510
shares
|
$552,720
0.23% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
|
Strategic Equity Management
|
Nov 05, 2024 Q3 2024 |
1,509
shares
|
$552,354
0.32% of portfolio
|
Q2 2024
Added 0.33%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
1,508
shares
|
$551,988
0.4% of portfolio
|
Q2 2024
Reduced 0.59%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
1,507
shares
|
$551,622
0.11% of portfolio
|
Q3 2024
Added 15.75%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
1,505
shares
|
$550,890
0.09% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Oct 24, 2024 Q3 2024 |
1,504
shares
|
$550,524
0.28% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
1,503
shares
|
$550,158
0.33% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
Chickasaw Capital Management LLC
|
Oct 10, 2024 Q3 2024 |
1,500
shares
|
$549,060
0.03% of portfolio
|
Q3 2020
New holding
|
|
|
Rbo & CO LLC
St Helena, CA |
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$549,060
0.11% of portfolio
|
Q3 2020
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
1,499
shares
|
$548,693
0.3% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
1,498
shares
|
$548,327
0.04% of portfolio
|
Q3 2024
Reduced 97.2%
|
|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
1,497
shares
|
$547,961
0.12% of portfolio
|
Q2 2024
Reduced 0.6%
|