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 |
|---|---|---|---|---|---|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
986
shares
|
$360,915
0.06% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
985
shares
|
$360,549
0.07% of portfolio
|
Q3 2024
Reduced 21.26%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
983
shares
|
$359,817
0.14% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
981
shares
|
$359,085
0.0% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
979
shares
|
$358,353
0.09% of portfolio
|
Q3 2024
Added 104.38%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
978
shares
|
$357,987
0.03% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Nov 04, 2024 Q3 2024 |
978
shares
|
$357,987
0.36% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
976
shares
|
$357,255
0.08% of portfolio
|
Q3 2024
Added 18.59%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
976
shares
|
$357,255
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
975
shares
|
$356,889
0.1% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
974
shares
|
$356,522
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
970
shares
|
$355,058
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
969
shares
|
$354,692
0.02% of portfolio
|
Q3 2024
Reduced 16.47%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
966
shares
|
$353,594
0.16% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Crestmont Private Wealth LLC
|
Oct 10, 2024 Q3 2024 |
964
shares
|
$352,862
0.16% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 21, 2024 Q3 2024 |
963
shares
|
$352,496
0.43% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
963
shares
|
$352,496
0.07% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
955
shares
|
$349,568
0.06% of portfolio
|
Q3 2024
Added 38.01%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
951
shares
|
$348,104
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
951
shares
|
$348,104
0.25% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
|
Mount Vernon Associates Inc
|
Oct 15, 2024 Q3 2024 |
950
shares
|
$347,738
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
950
shares
|
$347,738
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
949
shares
|
$347,371
0.09% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Baker Boyer National Bank
|
Oct 18, 2024 Q3 2024 |
945
shares
|
$345,907
0.12% of portfolio
|
Q2 2024
Reduced 47.53%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
945
shares
|
$345,907
0.14% of portfolio
|
Q3 2024
New holding
|