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 |
|---|---|---|---|---|---|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
1,197
shares
|
$438,149
0.1% of portfolio
|
Q3 2024
Added 22.64%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
1,193
shares
|
$436,685
0.05% of portfolio
|
Q3 2024
Reduced 12.98%
|
|
|
Xr Securities LLC
|
Oct 25, 2024 Q3 2024 |
1,191
shares
|
$435,953
0.14% of portfolio
|
Q3 2024
Reduced 50.33%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
1,187
shares
|
$434,489
0.06% of portfolio
|
Q3 2024
Added 26.41%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
1,186
shares
|
$434,123
0.25% of portfolio
|
Q2 2024
Added 18.25%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,186
shares
|
$434,123
0.17% of portfolio
|
Q2 2023
Reduced 1.17%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
1,183
shares
|
$433,025
0.24% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
1,183
shares
|
$433,025
0.27% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
1,182
shares
|
$432,659
0.12% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 18, 2024 Q3 2024 |
1,180
shares
|
$431,927
0.22% of portfolio
|
Q1 2024
Reduced 13.81%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
1,179
shares
|
$431,561
0.16% of portfolio
|
Q2 2023
Reduced 4.38%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
1,178
shares
|
$431,195
0.23% of portfolio
|
Q3 2024
Added 3.61%
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
1,175
shares
|
$430,097
0.04% of portfolio
|
Q2 2024
Reduced 7.84%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
1,175
shares
|
$430,097
0.11% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
1,170
shares
|
$428,266
0.26% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,170
shares
|
$428,266
0.18% of portfolio
|
Q1 2023
Added 5.79%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
1,169
shares
|
$427,900
0.04% of portfolio
|
Q4 2023
Reduced 5.95%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Oct 08, 2024 Q3 2024 |
1,166
shares
|
$426,802
0.33% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,164
shares
|
$426,070
0.08% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
1,162
shares
|
$425,338
0.03% of portfolio
|
Q3 2024
Reduced 46.03%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,162
shares
|
$425,338
0.06% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
1,161
shares
|
$424,972
0.07% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
1,160
shares
|
$424,606
0.01% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
1,159
shares
|
$424,240
0.06% of portfolio
|
Q3 2024
Reduced 81.9%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Oct 24, 2024 Q3 2024 |
1,158
shares
|
$423,874
0.28% of portfolio
|
Q3 2024
Added 3.49%
|