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 |
|---|---|---|---|---|---|
|
Financial Advisors, LLC
Andover, MA |
Oct 16, 2024 Q3 2024 |
1,090
shares
|
$398,983
0.08% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Bender Robert & Associates
|
Oct 30, 2024 Q3 2024 |
1,089
shares
|
$398,617
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,088
shares
|
$398,251
0.19% of portfolio
|
Q3 2024
Reduced 63.4%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
1,084
shares
|
$396,787
0.15% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
1,083
shares
|
$396,421
0.14% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
1,079
shares
|
$394,957
0.23% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
1,079
shares
|
$394,957
0.18% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Nov 08, 2024 Q3 2024 |
1,077
shares
|
$394,225
0.08% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
1,076
shares
|
$393,859
0.02% of portfolio
|
Q3 2019
Reduced 18.05%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
1,076
shares
|
$393,859
0.3% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
1,074
shares
|
$393,126
0.06% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
1,071
shares
|
$392,028
0.03% of portfolio
|
Q3 2024
Added 7.1%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1,069
shares
|
$391,296
0.01% of portfolio
|
Q3 2024
Added 71.31%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
1,068
shares
|
$390,930
0.21% of portfolio
|
Q3 2024
Reduced 18.78%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
1,067
shares
|
$390,564
0.16% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,066
shares
|
$390,198
0.08% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
1,065
shares
|
$389,832
0.08% of portfolio
|
Q4 2023
Reduced 2.02%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
1,064
shares
|
$389,466
0.02% of portfolio
|
Q3 2024
Added 8.13%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
1,063
shares
|
$389,100
0.16% of portfolio
|
Q1 2024
Added 7.27%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
1,059
shares
|
$387,636
0.03% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
1,058
shares
|
$387,270
0.21% of portfolio
|
Q3 2024
Added 14.75%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
1,054
shares
|
$385,806
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,054
shares
|
$385,806
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,053
shares
|
$385,440
0.05% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,051
shares
|
$384,708
0.14% of portfolio
|
Q2 2022
Reduced 19.89%
|