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 |
|---|---|---|---|---|---|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
24,946
shares
|
$9.37 Million
0.33% of portfolio
|
Q2 2024
Added 38.59%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
24,845
shares
|
$9.34 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
24,803
shares
|
$9.32 Million
0.3% of portfolio
|
Q3 2024
Reduced 28.49%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
24,788
shares
|
$9.32 Million
0.1% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
24,766
shares
|
$9.31 Million
0.12% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
24,698
shares
|
$9.28 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
24,660
shares
|
$9.27 Million
1.18% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
24,426
shares
|
$9.18 Million
0.07% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
24,250
shares
|
$9.11 Million
1.89% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
24,019
shares
|
$9.03 Million
1.16% of portfolio
|
Q3 2024
Added 43.41%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
23,919
shares
|
$8.99 Million
1.2% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
New Mexico Educational Retirement Board
|
Nov 12, 2024 Q3 2024 |
23,902
shares
|
$8.98 Million
0.32% of portfolio
|
Q3 2024
Reduced 7.0%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
23,760
shares
|
$8.93 Million
0.28% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
23,733
shares
|
$8.92 Million
0.03% of portfolio
|
Q3 2024
Reduced 64.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,678
shares
|
$8.9 Million
0.2% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Community Bank Of Raymore
|
Oct 16, 2024 Q3 2024 |
23,353
shares
|
$8.78 Million
7.01% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
23,339
shares
|
$8.77 Million
0.65% of portfolio
|
Q3 2024
Added 18.36%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
23,269
shares
|
$8.74 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
23,240
shares
|
$8.73 Million
0.56% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
23,225
shares
|
$8.73 Million
4.06% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
23,210
shares
|
$8.72 Million
0.56% of portfolio
|
Q3 2023
Added 1.16%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
23,204
shares
|
$8.72 Million
0.23% of portfolio
|
Q4 2023
Reduced 18.11%
|
|
|
Hixon Zuercher, LLC
|
Oct 30, 2024 Q3 2024 |
23,180
shares
|
$8.71 Million
3.56% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
23,040
shares
|
$8.66 Million
0.23% of portfolio
|
Q3 2024
Added 12.0%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Oct 29, 2024 Q3 2024 |
23,030
shares
|
$8.65 Million
0.55% of portfolio
|
Q3 2024
Reduced 6.58%
|