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 |
|---|---|---|---|---|---|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
880
shares
|
$322,115
0.2% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
877
shares
|
$321,017
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
876
shares
|
$320,651
0.05% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
876
shares
|
$320,651
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
876
shares
|
$320,651
0.06% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
876
shares
|
$320,651
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Wedge Capital Management L L P
|
Oct 11, 2024 Q3 2024 |
875
shares
|
$320,285
0.01% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Oct 23, 2024 Q3 2024 |
873
shares
|
$319,552
0.22% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
873
shares
|
$319,552
0.33% of portfolio
|
Q3 2024
Added 4.05%
|
|
|
Hourglass Capital, LLC
|
Nov 06, 2024 Q3 2024 |
872
shares
|
$319,186
0.1% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
871
shares
|
$318,820
0.05% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
869
shares
|
$318,088
0.03% of portfolio
|
Q2 2023
Added 28.93%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
868
shares
|
$317,722
0.13% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
866
shares
|
$316,990
0.08% of portfolio
|
Q3 2024
Added 10.18%
|
|
|
Holland Advisory Services, Inc.
|
Oct 18, 2024 Q3 2024 |
862
shares
|
$315,526
0.44% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Oct 08, 2024 Q3 2024 |
862
shares
|
$315,526
0.05% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
S.E.E.D. Planning Group LLC
|
Oct 15, 2024 Q3 2024 |
860
shares
|
$314,794
0.11% of portfolio
|
Q2 2024
Reduced 3.59%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
857
shares
|
$313,696
0.1% of portfolio
|
Q1 2024
Added 0.35%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
856
shares
|
$313,330
0.02% of portfolio
|
Q3 2024
Added 27.76%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
856
shares
|
$313,330
0.01% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
854
shares
|
$312,598
0.01% of portfolio
|
Q3 2024
Added 37.3%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
853
shares
|
$312,232
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
853
shares
|
$312,232
0.27% of portfolio
|
Q3 2024
Reduced 18.14%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
852
shares
|
$311,866
0.03% of portfolio
|
Q2 2024
Added 14.52%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
850
shares
|
$311,134
0.17% of portfolio
|
Q2 2024
Added 49.12%
|