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 |
|---|---|---|---|---|---|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
1,050
shares
|
$384,342
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
1,050
shares
|
$384,342
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Beddow Capital Management Inc
|
Nov 07, 2024 Q3 2024 |
1,050
shares
|
$384,342
0.17% of portfolio
|
Q2 2023
Reduced 3.67%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
1,049
shares
|
$383,975
0.05% of portfolio
|
Q2 2024
Reduced 9.49%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,048
shares
|
$383,609
0.07% of portfolio
|
Q3 2024
Added 19.36%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
1,048
shares
|
$383,609
0.14% of portfolio
|
Q4 2023
Added 4.28%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
1,045
shares
|
$382,511
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
1,044
shares
|
$382,145
0.01% of portfolio
|
Q1 2024
Reduced 16.88%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
1,044
shares
|
$382,145
0.28% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Oct 22, 2024 Q3 2024 |
1,043
shares
|
$381,779
0.22% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
1,040
shares
|
$380,681
0.14% of portfolio
|
Q3 2024
Added 40.73%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2024 Q3 2024 |
1,037
shares
|
$379,583
0.3% of portfolio
|
Q3 2024
Added 2.57%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
1,036
shares
|
$379,217
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
1,032
shares
|
$377,753
0.16% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,026
shares
|
$375,557
0.09% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,024
shares
|
$374,824
0.08% of portfolio
|
Q2 2024
Reduced 28.29%
|
|
|
Community Trust & Investment CO
|
Oct 22, 2024 Q3 2024 |
1,020
shares
|
$373,360
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
1,020
shares
|
$373,360
0.16% of portfolio
|
Q1 2024
Reduced 19.05%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
1,018
shares
|
$372,628
0.11% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
1,017
shares
|
$372,262
0.08% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
1,015
shares
|
$371,530
0.04% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Oct 15, 2024 Q3 2024 |
1,014
shares
|
$371,164
0.07% of portfolio
|
Q1 2024
Added 7.42%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
1,013
shares
|
$370,798
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
1,012
shares
|
$370,432
0.09% of portfolio
|
Q2 2024
Reduced 6.21%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
1,010
shares
|
$369,700
0.14% of portfolio
|
Q3 2024
Added 8.25%
|