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 |
|---|---|---|---|---|---|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
1,270
shares
|
$464,870
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
1,267
shares
|
$463,772
0.14% of portfolio
|
Q4 2023
Reduced 4.52%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
1,265
shares
|
$463,040
0.44% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
1,264
shares
|
$462,674
0.03% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
1,262
shares
|
$461,942
0.14% of portfolio
|
Q3 2024
Added 16.31%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
1,259
shares
|
$460,844
0.1% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
1,258
shares
|
$460,478
0.27% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
1,255
shares
|
$459,380
0.06% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
1,253
shares
|
$458,648
0.06% of portfolio
|
Q3 2024
Reduced 9.99%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
1,252
shares
|
$458,282
0.05% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
1,250
shares
|
$457,550
0.34% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Oct 15, 2024 Q3 2024 |
1,249
shares
|
$457,183
0.3% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
1,249
shares
|
$457,183
0.24% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
1,247
shares
|
$456,451
0.1% of portfolio
|
Q1 2024
Reduced 24.1%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
1,244
shares
|
$455,353
0.04% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
1,244
shares
|
$455,353
0.15% of portfolio
|
Q2 2023
Added 20.31%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,239
shares
|
$453,523
0.06% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
1,239
shares
|
$453,523
0.12% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
1,238
shares
|
$453,157
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
1,236
shares
|
$452,425
0.02% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
1,236
shares
|
$452,425
0.28% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
1,235
shares
|
$452,059
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
1,234
shares
|
$451,693
0.0% of portfolio
|
Q3 2024
Reduced 19.56%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
1,234
shares
|
$451,693
0.35% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
1,233
shares
|
$451,327
0.03% of portfolio
|
Q3 2024
Added 11.79%
|