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 |
|---|---|---|---|---|---|
|
Pacer Advisors, Inc.
Malvern, PA |
Nov 12, 2024 Q3 2024 |
45,930
shares
|
$17.3 Million
0.04% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Mastrapasqua Asset Management Inc
|
Oct 25, 2023 Q3 2023 |
45,783
shares
|
$17.2 Million
1.47% of portfolio
|
Q3 2023
Reduced 0.13%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
45,766
shares
|
$17.2 Million
0.12% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
45,394
shares
|
$17.1 Million
0.08% of portfolio
|
Q2 2023
Reduced 57.95%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
45,387
shares
|
$17.1 Million
0.57% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Nov 12, 2024 Q3 2024 |
45,100
shares
|
$16.9 Million
0.27% of portfolio
|
Q3 2024
Added 25.28%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
45,089
shares
|
$16.9 Million
0.09% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
American Assets Investment Management, LLC
|
Nov 05, 2024 Q3 2024 |
45,000
shares
|
$16.9 Million
1.57% of portfolio
|
Q2 2020
Added 12.5%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
44,721
shares
|
$16.8 Million
1.19% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
44,711
shares
|
$16.8 Million
0.44% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
44,252
shares
|
$16.6 Million
1.8% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
M&G PLC
London, X0 |
Oct 31, 2024 Q3 2024 |
42,988
shares
|
$16.2 Million
0.06% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
42,941
shares
|
$16.1 Million
5.43% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
42,845
shares
|
$16.1 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
42,625
shares
|
$16 Million
0.1% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Allied Investment Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
42,429
shares
|
$15.9 Million
3.29% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
42,427
shares
|
$15.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Nov 13, 2024 Q3 2024 |
42,302
shares
|
$15.9 Million
0.08% of portfolio
|
Q3 2024
Added 248.68%
|
|
|
Dodge & Cox
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
42,276
shares
|
$15.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
42,216
shares
|
$15.9 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
42,143
shares
|
$15.8 Million
0.51% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Degroof Petercam Asset Management
Brussels, C9 |
May 13, 2024 Q1 2024 |
42,050
shares
|
$15.8 Million
0.19% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
Nov 12, 2024 Q3 2024 |
42,000
shares
|
$15.8 Million
0.18% of portfolio
|
Q2 2024
Added 223.08%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
41,813
shares
|
$15.7 Million
1.34% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Quilter PLC
|
Nov 12, 2024 Q3 2024 |
41,692
shares
|
$15.7 Million
0.34% of portfolio
|
Q3 2024
Reduced 3.83%
|