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 |
|---|---|---|---|---|---|
|
Western Financial Corp/Ca
San Diego, CA |
Oct 21, 2024 Q3 2024 |
1,010
shares
|
$369,700
0.22% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,007
shares
|
$368,602
0.08% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
1,007
shares
|
$368,602
0.02% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
1,006
shares
|
$368,236
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
1,005
shares
|
$367,870
0.28% of portfolio
|
Q2 2024
Added 7.49%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
1,005
shares
|
$367,870
0.03% of portfolio
|
Q1 2024
Added 11.67%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
1,005
shares
|
$367,870
0.05% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,005
shares
|
$367,870
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Nov 14, 2024 Q3 2024 |
1,004
shares
|
$367,504
0.14% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,003
shares
|
$367,138
0.0% of portfolio
|
Q3 2024
Reduced 90.76%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
1,003
shares
|
$367,138
0.1% of portfolio
|
Q3 2024
Reduced 15.5%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Nov 04, 2024 Q3 2024 |
1,002
shares
|
$366,772
0.03% of portfolio
|
Q3 2024
Reduced 89.45%
|
|
|
Delta Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
1,000
shares
|
$366,040
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,000
shares
|
$366,040
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,000
shares
|
$366,040
0.03% of portfolio
|
Q1 2024
Added 11.11%
|
|
|
Merrion Investment Management Co, LLC
|
Oct 09, 2024 Q3 2024 |
1,000
shares
|
$366,040
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,000
shares
|
$366,040
0.21% of portfolio
|
Q2 2023
Added 900.0%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
998
shares
|
$365,307
0.07% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
996
shares
|
$364,575
0.0% of portfolio
|
Q3 2024
Added 34.05%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
995
shares
|
$364,209
0.2% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
994
shares
|
$363,843
0.2% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
992
shares
|
$363,111
0.07% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
988
shares
|
$361,647
0.06% of portfolio
|
Q3 2024
Added 33.88%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
988
shares
|
$361,647
0.03% of portfolio
|
Q3 2024
Added 13.69%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
987
shares
|
$361,281
0.06% of portfolio
|
Q3 2024
Added 0.2%
|