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 |
|---|---|---|---|---|---|
|
Center For Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
1,496
shares
|
$547,595
0.35% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,495
shares
|
$547,229
0.09% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
1,490
shares
|
$545,399
0.13% of portfolio
|
Q4 2023
Added 21.14%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
1,489
shares
|
$545,033
0.44% of portfolio
|
Q3 2024
Added 11.7%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,488
shares
|
$544,667
0.28% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
1,483
shares
|
$542,837
0.24% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
1,482
shares
|
$542,471
0.09% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
1,481
shares
|
$542,105
0.64% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
1,480
shares
|
$541,739
0.2% of portfolio
|
Q3 2023
Added 42.31%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,480
shares
|
$541,739
0.03% of portfolio
|
Q2 2021
Added 5.71%
|
|
|
Leisure Capital Management
|
Oct 15, 2024 Q3 2024 |
1,478
shares
|
$541,007
0.25% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2024 Q3 2024 |
1,476
shares
|
$540,275
0.38% of portfolio
|
Q2 2024
New holding
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
1,475
shares
|
$539,909
0.26% of portfolio
|
Q3 2023
Reduced 7.81%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
1,473
shares
|
$539,176
0.05% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
1,473
shares
|
$539,176
0.19% of portfolio
|
Q2 2023
Reduced 0.34%
|
|
|
Congress Park Capital LLC
|
Oct 09, 2024 Q3 2024 |
1,470
shares
|
$538,078
0.21% of portfolio
|
Q1 2024
Reduced 7.84%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
1,469
shares
|
$537,712
0.12% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
1,467
shares
|
$536,980
0.32% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
1,465
shares
|
$536,248
0.35% of portfolio
|
Q4 2023
New holding
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
1,458
shares
|
$533,686
0.05% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
1,458
shares
|
$533,686
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
1,457
shares
|
$533,320
0.05% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
1,456
shares
|
$532,954
0.02% of portfolio
|
Q3 2024
Added 116.67%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,454
shares
|
$532,222
0.05% of portfolio
|
Q3 2024
Added 34.88%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
1,453
shares
|
$531,856
0.02% of portfolio
|
Q3 2024
Added 34.55%
|