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 |
|---|---|---|---|---|---|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Oct 17, 2024 Q3 2024 |
1,315
shares
|
$481,342
0.75% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Nov 06, 2024 Q3 2024 |
1,314
shares
|
$480,976
0.34% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
1,312
shares
|
$480,244
0.14% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,311
shares
|
$479,878
0.02% of portfolio
|
Q3 2022
Added 4.21%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
1,310
shares
|
$479,512
0.09% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
1,307
shares
|
$478,414
0.05% of portfolio
|
Q3 2023
New holding
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
1,305
shares
|
$477,682
0.05% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Oct 17, 2024 Q3 2024 |
1,304
shares
|
$477,316
0.03% of portfolio
|
Q3 2024
Added 8.67%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,300
shares
|
$475,852
0.09% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
1,299
shares
|
$475,485
0.24% of portfolio
|
Q1 2024
Reduced 6.61%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
1,298
shares
|
$475,119
0.14% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
1,296
shares
|
$474,387
0.2% of portfolio
|
Q3 2024
Reduced 87.04%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
1,295
shares
|
$474,021
0.12% of portfolio
|
Q3 2024
Added 29.63%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,290
shares
|
$472,191
0.02% of portfolio
|
Q2 2023
Reduced 50.19%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
1,281
shares
|
$468,897
0.11% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,280
shares
|
$468,531
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,279
shares
|
$468,165
0.25% of portfolio
|
Q1 2024
Added 4.58%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,278
shares
|
$467,799
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Monte Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
1,276
shares
|
$467,067
0.21% of portfolio
|
Q2 2024
Reduced 18.41%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
1,274
shares
|
$466,334
0.51% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
1,272
shares
|
$465,602
0.01% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
1,272
shares
|
$465,602
0.16% of portfolio
|
Q3 2024
Reduced 35.92%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
1,271
shares
|
$465,236
0.02% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Davidson Investment Advisors
|
Nov 13, 2024 Q3 2024 |
1,270
shares
|
$464,870
0.02% of portfolio
|
Q2 2024
Reduced 19.11%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
1,270
shares
|
$464,870
0.21% of portfolio
|
Q2 2024
Added 4.1%
|