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 |
|---|---|---|---|---|---|
|
Joule Financial, LLC
|
Oct 17, 2024 Q3 2024 |
1,157
shares
|
$423,508
0.17% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
1,156
shares
|
$423,142
0.15% of portfolio
|
Q3 2024
Added 20.54%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
1,155
shares
|
$422,776
0.04% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
1,155
shares
|
$422,776
0.09% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
1,155
shares
|
$422,776
0.12% of portfolio
|
Q3 2024
Added 13.01%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Nov 04, 2024 Q3 2024 |
1,150
shares
|
$420,946
0.42% of portfolio
|
Q3 2024
Reduced 14.81%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,146
shares
|
$419,481
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,146
shares
|
$419,481
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
1,145
shares
|
$419,115
0.02% of portfolio
|
Q2 2024
Reduced 37.33%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
1,145
shares
|
$419,115
0.09% of portfolio
|
Q1 2024
Added 1.78%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
1,144
shares
|
$418,749
0.19% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Winslow Asset Management Inc
|
Nov 04, 2024 Q3 2024 |
1,140
shares
|
$417,285
0.08% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
1,139
shares
|
$416,919
0.25% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,138
shares
|
$416,553
0.03% of portfolio
|
Q3 2024
Added 19.41%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
1,138
shares
|
$416,553
0.11% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,137
shares
|
$416,187
0.04% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
1,136
shares
|
$415,821
0.09% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,135
shares
|
$415,455
0.11% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
1,132
shares
|
$414,357
0.13% of portfolio
|
Q3 2024
Added 21.46%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,131
shares
|
$413,991
0.01% of portfolio
|
Q3 2023
Added 0.44%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
1,129
shares
|
$413,259
0.05% of portfolio
|
Q1 2022
Reduced 30.69%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
1,127
shares
|
$412,527
0.01% of portfolio
|
Q4 2023
Added 24.53%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
1,127
shares
|
$412,527
0.01% of portfolio
|
Q2 2024
Added 2.55%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Oct 17, 2024 Q3 2024 |
1,127
shares
|
$412,527
0.12% of portfolio
|
Q2 2024
Added 22.9%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,124
shares
|
$411,428
0.23% of portfolio
|
Q3 2024
Added 0.09%
|