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 |
|---|---|---|---|---|---|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
41,613
shares
|
$15.6 Million
1.1% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
41,510
shares
|
$15.6 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
41,394
shares
|
$15.6 Million
2.64% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
41,194
shares
|
$15.5 Million
0.44% of portfolio
|
Q3 2024
Added 19.18%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
40,733
shares
|
$15.3 Million
3.16% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
40,721
shares
|
$15.3 Million
2.06% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
40,658
shares
|
$15.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.55%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
40,652
shares
|
$15.3 Million
1.12% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
M&G Investment Management LTD
London, X0 |
May 08, 2024 Q4 2023 |
40,592
shares
|
$15.3 Million
0.04% of portfolio
|
Q4 2023
Reduced 8.5%
|
|
|
Cullinan Associates Inc
|
Oct 23, 2024 Q3 2024 |
40,516
shares
|
$15.2 Million
0.88% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
40,478
shares
|
$15.2 Million
1.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
40,346
shares
|
$15.2 Million
2.19% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Jacobs & CO
|
Oct 01, 2024 Q3 2024 |
40,231
shares
|
$15.1 Million
1.57% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
40,027
shares
|
$15 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
39,814
shares
|
$15 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
39,784
shares
|
$15 Million
0.39% of portfolio
|
Q3 2024
Reduced 19.12%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
39,685
shares
|
$14.9 Million
0.25% of portfolio
|
Q3 2024
Added 22.88%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
39,485
shares
|
$14.8 Million
0.64% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
39,336
shares
|
$14.8 Million
1.39% of portfolio
|
Q3 2024
Added 45.65%
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
39,064
shares
|
$14.7 Million
0.39% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
38,906
shares
|
$14.6 Million
1.07% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
38,829
shares
|
$14.6 Million
0.27% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
38,749
shares
|
$14.6 Million
0.02% of portfolio
|
Q3 2024
Added 126.7%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
38,721
shares
|
$14.6 Million
2.96% of portfolio
|
Q3 2022
Reduced 0.02%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
38,551
shares
|
$14.5 Million
0.18% of portfolio
|
Q3 2024
Added 1.97%
|