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 |
|---|---|---|---|---|---|
|
Game Plan Financial Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
40
shares
|
$15,899
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
40
shares
|
$15,899
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
39
shares
|
$15,502
0.02% of portfolio
|
Q4 2023
Reduced 84.02%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
39
shares
|
$15,502
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
39
shares
|
$15,502
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
37
shares
|
$14,707
0.0% of portfolio
|
Q4 2023
Reduced 44.78%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Oct 18, 2024 Q3 2024 |
37
shares
|
$14,707
0.01% of portfolio
|
Q2 2024
Added 23.33%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
37
shares
|
$14,707
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
35
shares
|
$13,912
0.01% of portfolio
|
Q2 2024
Added 250.0%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
34
shares
|
$13,514
0.0% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
30
shares
|
$11,924
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
26
shares
|
$10,334
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
26
shares
|
$10,334
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
26
shares
|
$10,334
0.01% of portfolio
|
Q2 2024
Added 4.0%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
25
shares
|
$9,937
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
25
shares
|
$9,937
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
24
shares
|
$9,539
0.0% of portfolio
|
Q2 2023
Reduced 66.67%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
23
shares
|
$9,142
0.0% of portfolio
|
Q4 2023
Reduced 43.9%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
20
shares
|
$7,949
0.0% of portfolio
|
Q3 2024
Reduced 35.48%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
20
shares
|
$7,949
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
20
shares
|
$7,949
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
18
shares
|
$7,154
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
17
shares
|
$6,757
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
17
shares
|
$6,757
0.0% of portfolio
|
Q4 2023
Added 54.55%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
15
shares
|
$5,962
0.0% of portfolio
|
Q4 2023
New holding
|