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 |
|---|---|---|---|---|---|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
945
shares
|
$345,907
0.12% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
944
shares
|
$345,541
0.12% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
943
shares
|
$345,175
0.07% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
942
shares
|
$344,809
0.1% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
942
shares
|
$344,809
0.15% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
941
shares
|
$344,443
0.12% of portfolio
|
Q1 2024
Added 23.82%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
939
shares
|
$343,711
0.05% of portfolio
|
Q2 2022
Added 13.27%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
939
shares
|
$343,711
0.29% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Wedgewood Investors Inc
|
Oct 31, 2024 Q3 2024 |
933
shares
|
$341,515
0.41% of portfolio
|
Q4 2023
Reduced 9.68%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
932
shares
|
$341,149
0.1% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
932
shares
|
$341,149
0.06% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
929
shares
|
$340,051
0.08% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
928
shares
|
$339,685
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
928
shares
|
$339,685
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
927
shares
|
$339,319
0.04% of portfolio
|
Q1 2024
Added 11.69%
|
|
|
Citizens & Northern Corp
|
Nov 04, 2024 Q3 2024 |
925
shares
|
$338,587
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
924
shares
|
$338,220
0.19% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
924
shares
|
$338,220
0.12% of portfolio
|
Q3 2024
Added 30.14%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
920
shares
|
$336,756
0.02% of portfolio
|
Q3 2021
Added 130.0%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
920
shares
|
$336,756
0.04% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
920
shares
|
$336,756
0.29% of portfolio
|
Q3 2024
Reduced 86.31%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
920
shares
|
$336,756
0.03% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Chico Wealth Ria
|
Oct 23, 2024 Q3 2024 |
915
shares
|
$334,926
0.31% of portfolio
|
Q2 2024
Reduced 5.57%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
915
shares
|
$334,926
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Chase Investment Counsel Corp
|
Nov 05, 2024 Q3 2024 |
914
shares
|
$334,560
0.12% of portfolio
|
Q4 2023
New holding
|