Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 2,939 institutions that hold shares in the stock, with a total of 337 Million shares, which have been reported (via 13F filing form) to have a value of $114 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tfo Tdc, LLC
|
May 13, 2024 Q1 2024 |
5
shares
|
$1,692
0.0% of portfolio
|
Q1 2024
Reduced 99.85%
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
5
shares
|
$1,692
0.0% of portfolio
|
Q4 2023
Reduced 70.59%
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
5
shares
|
$1,692
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sanctuary Wealth Management, L.L.C.
|
May 07, 2024 Q1 2024 |
4
shares
|
$1,354
0.0% of portfolio
|
Q2 2023
Reduced 80.0%
|
|
Wealth Collab, LLC
Bellevue, WA |
May 10, 2024 Q1 2024 |
4
shares
|
$1,354
0.0% of portfolio
|
Q4 2023
New holding
|
|
Investors Research Corp
|
May 06, 2024 Q1 2024 |
3
shares
|
$1,015
0.0% of portfolio
|
Q3 2023
Reduced 98.56%
|
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
May 14, 2024 Q1 2024 |
3
shares
|
$1,015
0.0% of portfolio
|
Q1 2024
New holding
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
2
shares
|
$677
0.0% of portfolio
|
Q3 2021
Reduced 96.49%
|
|
Peak6 Investments LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
2
shares
|
$677
0.0% of portfolio
|
Q4 2023
New holding
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 14, 2024 Q1 2024 |
1
shares
|
$338
0.0% of portfolio
|
Q4 2023
New holding
|
|
Prudent Man Advisors, LLC
|
May 14, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|