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 |
|---|---|---|---|---|---|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
825
shares
|
$301,983
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
824
shares
|
$301,616
0.11% of portfolio
|
Q3 2024
Added 14.13%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
823
shares
|
$301,250
0.12% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
821
shares
|
$300,518
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
821
shares
|
$300,518
0.09% of portfolio
|
Q1 2023
Reduced 40.03%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
821
shares
|
$300,518
0.07% of portfolio
|
Q3 2024
Reduced 14.66%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
820
shares
|
$300,152
0.16% of portfolio
|
Q1 2024
Reduced 10.87%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
817
shares
|
$299,054
0.06% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2024 Q3 2024 |
816
shares
|
$298,688
0.36% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Oct 10, 2024 Q3 2024 |
815
shares
|
$298,322
0.2% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
813
shares
|
$297,590
0.24% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
811
shares
|
$296,858
0.02% of portfolio
|
Q3 2024
Reduced 10.19%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
811
shares
|
$296,858
0.03% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Nov 04, 2024 Q3 2024 |
809
shares
|
$296,126
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
800
shares
|
$292,832
0.09% of portfolio
|
Q4 2023
Reduced 78.95%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
800
shares
|
$292,832
0.05% of portfolio
|
Q3 2024
Reduced 70.37%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
800
shares
|
$292,832
0.04% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
800
shares
|
$292,832
0.0% of portfolio
|
Q3 2024
Reduced 89.47%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
798
shares
|
$292,099
0.33% of portfolio
|
Q3 2024
Added 20.73%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
797
shares
|
$291,733
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
796
shares
|
$291,367
0.07% of portfolio
|
Q3 2024
Reduced 84.14%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
792
shares
|
$289,903
0.01% of portfolio
|
Q3 2024
Added 2.72%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
791
shares
|
$289,537
0.02% of portfolio
|
Q3 2023
Reduced 0.5%
|
|
|
Ballew Advisors, Inc
|
Oct 10, 2024 Q3 2024 |
791
shares
|
$289,537
0.21% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
790
shares
|
$289,171
0.08% of portfolio
|
Q2 2024
Reduced 0.63%
|