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 |
|---|---|---|---|---|---|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
1,407
shares
|
$515,018
0.24% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
1,405
shares
|
$514,286
0.15% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,403
shares
|
$513,554
0.09% of portfolio
|
Q3 2024
Added 3.77%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
1,401
shares
|
$512,822
0.05% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
1,400
shares
|
$512,456
0.25% of portfolio
|
Q3 2022
New holding
|
|
|
Schulhoff & CO Inc
|
Nov 06, 2024 Q3 2024 |
1,400
shares
|
$512,456
0.25% of portfolio
|
Q1 2024
Reduced 2.1%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,400
shares
|
$512,456
0.28% of portfolio
|
Q4 2022
Reduced 12.23%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
1,398
shares
|
$511,723
0.46% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Oct 11, 2024 Q3 2024 |
1,398
shares
|
$511,723
0.1% of portfolio
|
Q3 2024
Reduced 86.18%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,394
shares
|
$510,259
0.11% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
1,391
shares
|
$509,161
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 15, 2024 Q3 2024 |
1,391
shares
|
$509,161
0.2% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
1,390
shares
|
$508,795
0.05% of portfolio
|
Q3 2024
Reduced 13.83%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 23, 2024 Q3 2024 |
1,389
shares
|
$508,429
0.36% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
West Hill Financial Advisors, Inc.
|
Oct 18, 2024 Q3 2024 |
1,386
shares
|
$507,331
0.12% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
1,385
shares
|
$506,965
0.11% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
1,384
shares
|
$506,599
0.36% of portfolio
|
Q3 2024
Reduced 12.46%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
1,373
shares
|
$502,572
0.07% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
1,368
shares
|
$500,742
0.1% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
1,364
shares
|
$499,278
0.16% of portfolio
|
Q3 2024
Reduced 14.27%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
1,363
shares
|
$498,912
0.09% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
1,361
shares
|
$498,180
0.29% of portfolio
|
Q3 2024
Reduced 54.74%
|
|
|
Bard Financial Services, Inc.
|
Nov 20, 2024 Q3 2024 |
1,360
shares
|
$497,814
0.06% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,355
shares
|
$495,984
0.53% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
1,350
shares
|
$494,154
0.43% of portfolio
|
Q1 2024
Reduced 3.57%
|