Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,127 institutions that hold shares in the stock, with a total of 336 Million shares, which have been reported (via 13F filing form) to have a value of $127 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundry Partners, LLC
|
Nov 08, 2024 Q3 2024 |
86,576
shares
|
$32.5 Million
1.74% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Levin Capital Strategies, L.P.
New York, NY |
Nov 13, 2024 Q3 2024 |
86,394
shares
|
$32.5 Million
3.27% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
86,156
shares
|
$32.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Capital International LTD
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
85,086
shares
|
$32 Million
1.49% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
84,324
shares
|
$31.7 Million
1.08% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jan 02, 2024 Q3 2023 |
83,712
shares
|
$31.5 Million
0.23% of portfolio
|
Q3 2023
Added 0.96%
|
|
|
Nichols & Pratt Advisers LLP
|
Oct 25, 2024 Q3 2024 |
81,892
shares
|
$30.8 Million
2.13% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 14, 2024 Q3 2024 |
81,601
shares
|
$30.7 Million
0.2% of portfolio
|
Q3 2024
Reduced 14.69%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
80,965
shares
|
$30.4 Million
0.36% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Oct 23, 2024 Q3 2024 |
80,847
shares
|
$30.4 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
80,719
shares
|
$30.3 Million
0.73% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
80,565
shares
|
$30.3 Million
0.5% of portfolio
|
Q3 2024
Added 21.9%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
80,444
shares
|
$30.2 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.83%
|
|
|
Edgar Lomax CO
Kingstowne, VA |
Nov 14, 2024 Q3 2024 |
79,588
shares
|
$29.9 Million
1.91% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
78,233
shares
|
$29.4 Million
0.26% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
77,811
shares
|
$29.2 Million
0.13% of portfolio
|
Q3 2024
Added 11.8%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 01, 2024 Q3 2024 |
77,129
shares
|
$29 Million
0.08% of portfolio
|
Q3 2024
Reduced 93.26%
|
|
|
Amf Tjanstepension Ab
|
Oct 28, 2024 Q3 2024 |
76,734
shares
|
$28.8 Million
0.22% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
76,356
shares
|
$28.7 Million
0.32% of portfolio
|
Q3 2024
Added 5.58%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
75,618
shares
|
$28.4 Million
0.17% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
75,446
shares
|
$28.4 Million
0.33% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
74,165
shares
|
$27.9 Million
0.91% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
73,740
shares
|
$27.7 Million
0.23% of portfolio
|
Q3 2024
Reduced 8.66%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
73,224
shares
|
$27.5 Million
2.82% of portfolio
|
Q3 2024
Added 300.46%
|
|
|
Willis Investment Counsel
Gainesville, GA |
Oct 11, 2024 Q3 2024 |
72,835
shares
|
$27.4 Million
1.91% of portfolio
|
Q3 2024
Added 0.59%
|