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 |
|---|---|---|---|---|---|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
850
shares
|
$311,134
0.26% of portfolio
|
Q3 2024
Reduced 24.24%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
849
shares
|
$310,767
0.03% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
849
shares
|
$310,767
0.16% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
848
shares
|
$310,401
0.1% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
847
shares
|
$310,035
0.13% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
846
shares
|
$309,669
0.09% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
845
shares
|
$309,303
0.02% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
845
shares
|
$309,303
0.05% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
844
shares
|
$308,937
0.16% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
844
shares
|
$308,937
0.03% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
842
shares
|
$308,205
0.17% of portfolio
|
Q2 2023
Added 22.03%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
841
shares
|
$307,839
0.12% of portfolio
|
Q4 2023
Reduced 11.47%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
840
shares
|
$307,473
0.04% of portfolio
|
Q1 2024
Reduced 22.94%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
839
shares
|
$307,107
0.06% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
839
shares
|
$307,107
0.16% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
839
shares
|
$307,107
0.24% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Oct 08, 2024 Q3 2024 |
836
shares
|
$306,009
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
835
shares
|
$305,643
0.31% of portfolio
|
Q3 2024
Added 25.38%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
834
shares
|
$305,277
0.13% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
830
shares
|
$303,813
0.17% of portfolio
|
Q3 2024
Added 11.41%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
827
shares
|
$302,715
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
827
shares
|
$302,715
0.04% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
827
shares
|
$302,715
0.22% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
826
shares
|
$302,349
0.27% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
825
shares
|
$301,983
0.07% of portfolio
|
Q3 2024
Added 23.32%
|