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 |
|---|---|---|---|---|---|
|
Verus Financial Partners, Inc.
|
Nov 01, 2024 Q3 2024 |
914
shares
|
$334,560
0.04% of portfolio
|
Q3 2023
Added 15.11%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
912
shares
|
$333,828
0.18% of portfolio
|
Q2 2024
Added 17.68%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
912
shares
|
$333,828
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Bridge Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
910
shares
|
$333,096
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Oct 30, 2024 Q3 2024 |
910
shares
|
$333,096
0.06% of portfolio
|
Q3 2024
Added 31.88%
|
|
|
Heritage Financial Services, LLC
|
Oct 23, 2024 Q3 2024 |
909
shares
|
$332,730
0.05% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Pettee Investors, Inc.
|
Nov 05, 2024 Q3 2024 |
908
shares
|
$332,364
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
906
shares
|
$331,632
0.22% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
904
shares
|
$330,900
0.22% of portfolio
|
Q2 2024
Reduced 9.96%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
902
shares
|
$330,168
0.02% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
902
shares
|
$330,168
0.07% of portfolio
|
Q2 2024
Added 1.12%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
900
shares
|
$329,436
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
900
shares
|
$329,436
0.02% of portfolio
|
Q3 2024
Reduced 97.46%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Nov 04, 2024 Q3 2024 |
900
shares
|
$329,436
0.17% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
899
shares
|
$329,069
0.02% of portfolio
|
Q3 2024
Added 18.29%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
896
shares
|
$327,971
0.17% of portfolio
|
Q3 2024
Added 23.76%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
896
shares
|
$327,971
0.07% of portfolio
|
Q1 2024
Reduced 4.58%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
892
shares
|
$326,507
0.2% of portfolio
|
Q1 2024
Reduced 0.34%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
891
shares
|
$326,141
0.17% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
889
shares
|
$325,409
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
889
shares
|
$325,409
0.03% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
888
shares
|
$325,043
0.11% of portfolio
|
Q1 2024
Reduced 4.31%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
886
shares
|
$324,311
0.03% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
885
shares
|
$323,945
0.17% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
880
shares
|
$322,115
0.15% of portfolio
|
Q2 2024
Added 3.41%
|