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 |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,350
shares
|
$494,154
0.04% of portfolio
|
Q4 2023
Reduced 7.91%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,350
shares
|
$494,154
0.21% of portfolio
|
Q3 2024
Added 49.01%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Nov 01, 2024 Q3 2024 |
1,350
shares
|
$494,154
0.22% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,348
shares
|
$493,421
0.05% of portfolio
|
Q3 2024
Reduced 36.53%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 08, 2024 Q3 2024 |
1,347
shares
|
$493,055
0.18% of portfolio
|
Q4 2023
Added 0.52%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
1,345
shares
|
$492,323
0.06% of portfolio
|
Q3 2024
Added 20.52%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
1,344
shares
|
$491,957
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
1,342
shares
|
$491,225
0.01% of portfolio
|
Q3 2024
Added 17.82%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
1,341
shares
|
$490,859
0.08% of portfolio
|
Q2 2022
Reduced 2.19%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
1,340
shares
|
$490,493
0.15% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,338
shares
|
$489,761
0.09% of portfolio
|
Q3 2024
Reduced 7.02%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,336
shares
|
$489,029
0.09% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
1,335
shares
|
$488,663
0.1% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
1,333
shares
|
$487,931
0.02% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
1,330
shares
|
$486,833
0.19% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
1,326
shares
|
$485,369
0.16% of portfolio
|
Q4 2023
Reduced 1.41%
|
|
|
Invesco, LLC
Des Plaines, IL |
Oct 29, 2024 Q3 2024 |
1,326
shares
|
$485,369
0.21% of portfolio
|
Q2 2024
Reduced 4.33%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
1,324
shares
|
$484,636
0.27% of portfolio
|
Q3 2024
Added 122.52%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
1,323
shares
|
$484,270
0.21% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,323
shares
|
$484,270
0.17% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
1,322
shares
|
$483,904
0.27% of portfolio
|
Q3 2024
Added 17.83%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
1,321
shares
|
$483,538
0.18% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
1,319
shares
|
$482,806
0.03% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
1,318
shares
|
$482,440
0.11% of portfolio
|
Q1 2024
Reduced 0.08%
|
|
|
Monarch Capital Management Inc
|
Oct 16, 2024 Q3 2024 |
1,317
shares
|
$482,074
0.14% of portfolio
|
Q1 2021
Reduced 7.06%
|