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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
1,232
shares
|
$450,961
0.08% of portfolio
|
Q3 2024
Added 17.22%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
1,231
shares
|
$450,595
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
1,231
shares
|
$450,595
0.5% of portfolio
|
Q1 2024
Reduced 10.86%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,231
shares
|
$450,595
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 31, 2024 Q3 2024 |
1,231
shares
|
$450,595
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,230
shares
|
$450,229
0.19% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Nov 14, 2024 Q3 2024 |
1,229
shares
|
$449,863
0.06% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,226
shares
|
$448,765
0.11% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,223
shares
|
$447,666
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,222
shares
|
$447,300
0.03% of portfolio
|
Q3 2024
Added 161.11%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Oct 29, 2024 Q3 2024 |
1,221
shares
|
$446,934
0.37% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
1,217
shares
|
$445,470
0.17% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Nov 08, 2024 Q3 2024 |
1,214
shares
|
$444,372
0.18% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
1,213
shares
|
$444,006
0.28% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
1,209
shares
|
$442,542
0.02% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
1,208
shares
|
$442,176
0.3% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
1,208
shares
|
$442,176
0.12% of portfolio
|
Q3 2024
Reduced 28.52%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,205
shares
|
$441,078
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,204
shares
|
$440,712
0.0% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,203
shares
|
$440,346
0.02% of portfolio
|
Q3 2024
Reduced 16.8%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,200
shares
|
$439,248
0.03% of portfolio
|
Q4 2023
Added 36.67%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,200
shares
|
$439,248
0.09% of portfolio
|
Q2 2023
Reduced 2.44%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Oct 08, 2024 Q3 2024 |
1,200
shares
|
$439,248
0.23% of portfolio
|
Q3 2024
Added 65.52%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
1,200
shares
|
$439,248
0.16% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
1,199
shares
|
$438,881
0.08% of portfolio
|
Q3 2024
Reduced 3.23%
|