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 |
|---|---|---|---|---|---|
|
Candriam S.C.A.
|
Nov 13, 2024 Q3 2024 |
34,730
shares
|
$13.1 Million
0.08% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
34,667
shares
|
$13 Million
2.24% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
34,438
shares
|
$12.9 Million
0.41% of portfolio
|
Q3 2024
Added 34.59%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
34,388
shares
|
$12.9 Million
0.35% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
34,387
shares
|
$12.9 Million
0.88% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
34,109
shares
|
$12.8 Million
0.44% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
33,925
shares
|
$12.7 Million
0.22% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Braun Stacey Associates Inc
|
Nov 07, 2024 Q3 2024 |
33,874
shares
|
$12.7 Million
0.52% of portfolio
|
Q3 2024
Added 2277.12%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
33,853
shares
|
$12.7 Million
0.18% of portfolio
|
Q3 2024
Reduced 21.36%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
33,781
shares
|
$12.7 Million
0.39% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Nov 12, 2024 Q3 2024 |
33,420
shares
|
$12.6 Million
0.2% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
33,075
shares
|
$12.4 Million
1.1% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
33,036
shares
|
$12.4 Million
1.97% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
32,949
shares
|
$12.4 Million
1.37% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Oct 31, 2024 Q3 2024 |
32,669
shares
|
$12.3 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
32,483
shares
|
$12.2 Million
0.24% of portfolio
|
Q3 2024
Reduced 21.34%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
32,477
shares
|
$12.2 Million
0.12% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
32,199
shares
|
$12.1 Million
0.07% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
31,994
shares
|
$12 Million
1.47% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
31,963
shares
|
$12 Million
0.08% of portfolio
|
Q3 2024
Reduced 91.71%
|
|
|
Lmcg Investments, LLC
Boston, MA |
Oct 29, 2024 Q3 2024 |
31,926
shares
|
$12 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
31,796
shares
|
$11.9 Million
0.19% of portfolio
|
Q3 2024
Added 976.01%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
31,675
shares
|
$11.9 Million
1.35% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
31,564
shares
|
$11.9 Million
0.44% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
31,443
shares
|
$11.8 Million
0.29% of portfolio
|
Q3 2024
Added 363.42%
|