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 |
|---|---|---|---|---|---|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
1,450
shares
|
$530,758
0.09% of portfolio
|
Q3 2024
Reduced 16.91%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
1,450
shares
|
$530,758
0.12% of portfolio
|
Q1 2024
Reduced 12.12%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Oct 07, 2024 Q3 2024 |
1,447
shares
|
$529,659
0.24% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
1,446
shares
|
$529,293
0.06% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
1,445
shares
|
$528,927
0.06% of portfolio
|
Q2 2024
Reduced 11.78%
|
|
|
Wendell David Associates Inc
|
Oct 21, 2024 Q3 2024 |
1,443
shares
|
$528,195
0.05% of portfolio
|
Q2 2024
Reduced 12.7%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
1,443
shares
|
$528,195
0.2% of portfolio
|
Q2 2022
Reduced 33.53%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
1,441
shares
|
$527,463
0.19% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,440
shares
|
$527,097
0.14% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
South Street Advisors LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
1,440
shares
|
$527,097
0.09% of portfolio
|
Q3 2023
Added 19.01%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
1,440
shares
|
$527,097
0.45% of portfolio
|
Q2 2024
Added 6.27%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
1,438
shares
|
$526,365
0.07% of portfolio
|
Q1 2023
Reduced 42.55%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,432
shares
|
$524,169
0.22% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
1,432
shares
|
$524,169
0.33% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
1,429
shares
|
$523,071
0.06% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,429
shares
|
$523,071
0.03% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 24, 2024 Q3 2024 |
1,423
shares
|
$520,874
0.22% of portfolio
|
Q3 2024
Added 969.92%
|
|
|
Range Financial Group LLC
|
Oct 18, 2024 Q3 2024 |
1,418
shares
|
$519,044
0.77% of portfolio
|
Q3 2024
Reduced 30.8%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
1,418
shares
|
$519,044
0.22% of portfolio
|
Q3 2024
Added 75.93%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
1,417
shares
|
$518,678
0.07% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Rmr Wealth Builders
|
Oct 21, 2024 Q3 2024 |
1,415
shares
|
$517,946
0.06% of portfolio
|
Q3 2024
Reduced 31.58%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
1,415
shares
|
$517,946
0.08% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
1,415
shares
|
$517,946
0.53% of portfolio
|
Q3 2024
Reduced 31.31%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
1,408
shares
|
$515,384
0.26% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
1,407
shares
|
$515,018
0.47% of portfolio
|
Q2 2024
Added 0.07%
|