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 $126 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
100
shares
|
$37,580
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
100
shares
|
$37,580
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
100
shares
|
$37,580
0.0% of portfolio
|
Q3 2024
Reduced 32.43%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
100
shares
|
$37,580
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
99
shares
|
$37,204
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
93
shares
|
$34,949
0.0% of portfolio
|
Q3 2024
Reduced 97.84%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
91
shares
|
$34,197
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
88
shares
|
$33,070
0.03% of portfolio
|
Q1 2023
Reduced 47.62%
|
|
|
Partnership Wealth Management, LLC
Towson, MD |
Oct 08, 2024 Q3 2024 |
88
shares
|
$33,070
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
83
shares
|
$31,191
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
80
shares
|
$30,064
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
78
shares
|
$29,312
0.0% of portfolio
|
Q3 2024
Reduced 71.11%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
76
shares
|
$28,560
0.01% of portfolio
|
Q1 2021
Added 40.74%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
75
shares
|
$28,185
0.01% of portfolio
|
Q2 2024
Reduced 51.61%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
75
shares
|
$28,185
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
74
shares
|
$27,809
0.01% of portfolio
|
Q4 2022
Reduced 21.28%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
73
shares
|
$27,433
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
70
shares
|
$26,306
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
67
shares
|
$25,178
0.0% of portfolio
|
Q2 2024
Added 1.52%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
66
shares
|
$24,802
0.01% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
65
shares
|
$24,427
0.01% of portfolio
|
Q3 2023
Reduced 60.61%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Oct 28, 2024 Q3 2024 |
65
shares
|
$24,427
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
65
shares
|
$24,427
0.01% of portfolio
|
Q3 2024
Reduced 61.76%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Nov 14, 2024 Q3 2024 |
61
shares
|
$22,923
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
54
shares
|
$20,293
0.01% of portfolio
|
Q4 2023
New holding
|