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 |
|---|---|---|---|---|---|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
1,121
shares
|
$410,330
0.21% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Spring Capital Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,120
shares
|
$409,964
0.3% of portfolio
|
Q4 2022
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
1,120
shares
|
$409,964
0.08% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
1,119
shares
|
$409,598
0.06% of portfolio
|
Q3 2024
Added 20.97%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
1,118
shares
|
$409,232
0.2% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
1,118
shares
|
$409,232
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
1,118
shares
|
$409,232
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
1,115
shares
|
$408,134
0.04% of portfolio
|
Q3 2024
Added 7.73%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
1,115
shares
|
$408,134
0.27% of portfolio
|
Q3 2024
Added 10.29%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,114
shares
|
$407,768
0.05% of portfolio
|
Q3 2024
Reduced 5.11%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
1,114
shares
|
$407,768
0.0% of portfolio
|
Q3 2024
Added 12.41%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
1,113
shares
|
$407,402
0.16% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
1,108
shares
|
$405,572
0.26% of portfolio
|
Q3 2024
Added 15.9%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
1,107
shares
|
$405,206
0.05% of portfolio
|
Q3 2024
Reduced 11.93%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,105
shares
|
$404,474
0.03% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
1,102
shares
|
$403,376
0.05% of portfolio
|
Q3 2024
Added 11.09%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,101
shares
|
$403,010
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$402,644
0.31% of portfolio
|
Q1 2023
Reduced 5.01%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
1,097
shares
|
$401,545
0.25% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,096
shares
|
$401,179
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
1,096
shares
|
$401,179
0.09% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
1,095
shares
|
$400,813
0.08% of portfolio
|
Q3 2024
Reduced 94.63%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,093
shares
|
$400,081
0.22% of portfolio
|
Q2 2024
Reduced 64.46%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
1,092
shares
|
$399,715
0.31% of portfolio
|
Q3 2023
New holding
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
1,091
shares
|
$399,349
0.13% of portfolio
|
Q3 2024
New holding
|