Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,121 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 $133 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
313
shares
|
$124,414
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
312
shares
|
$124,016
0.08% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
310
shares
|
$123,221
0.04% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
302
shares
|
$120,041
0.02% of portfolio
|
Q2 2024
Reduced 9.58%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
294
shares
|
$116,862
0.07% of portfolio
|
Q3 2024
Added 234.09%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
290
shares
|
$115,272
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
288
shares
|
$114,477
0.03% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Wolverine Asset Management LLC
|
Nov 04, 2024 Q3 2024 |
280
shares
|
$111,297
0.0% of portfolio
|
Q3 2024
Reduced 90.66%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
280
shares
|
$111,297
0.04% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
269
shares
|
$106,924
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
261
shares
|
$103,744
0.05% of portfolio
|
Q2 2024
Added 99.24%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
259
shares
|
$102,949
0.07% of portfolio
|
Q3 2024
Added 23.92%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
258
shares
|
$102,552
0.02% of portfolio
|
Q2 2024
Added 5.31%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 15, 2024 Q3 2024 |
257
shares
|
$102,154
0.09% of portfolio
|
Q3 2024
Reduced 27.81%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
251
shares
|
$99,769
0.03% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
251
shares
|
$99,769
0.03% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
251
shares
|
$99,769
0.07% of portfolio
|
Q4 2023
Reduced 58.24%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
250
shares
|
$99,372
0.03% of portfolio
|
Q2 2024
Reduced 15.54%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
250
shares
|
$99,372
0.02% of portfolio
|
Q3 2021
Reduced 4.58%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
250
shares
|
$99,372
0.05% of portfolio
|
Q3 2023
Reduced 61.54%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 08, 2024 Q3 2024 |
250
shares
|
$99,372
0.07% of portfolio
|
Q2 2024
Added 18.48%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
250
shares
|
$99,372
0.06% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
248
shares
|
$98,577
0.04% of portfolio
|
Q3 2024
Reduced 54.74%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
246
shares
|
$97,782
0.01% of portfolio
|
Q3 2023
Added 12.33%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
237
shares
|
$94,205
0.04% of portfolio
|
Q2 2024
New holding
|