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 |
|---|---|---|---|---|---|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
18,495
shares
|
$6.95 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
18,475
shares
|
$6.94 Million
0.52% of portfolio
|
Q4 2022
Reduced 0.01%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Nov 13, 2024 Q3 2024 |
18,359
shares
|
$6.9 Million
1.51% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Neville Rodie & Shaw Inc
|
Oct 01, 2024 Q3 2024 |
18,325
shares
|
$6.89 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
18,310
shares
|
$6.88 Million
2.36% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
18,310
shares
|
$6.88 Million
0.17% of portfolio
|
Q3 2024
Added 13.06%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
18,187
shares
|
$6.83 Million
0.16% of portfolio
|
Q3 2024
Added 1120.6%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
18,130
shares
|
$6.81 Million
1.24% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
18,083
shares
|
$6.8 Million
0.09% of portfolio
|
Q3 2024
Added 14.53%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
18,032
shares
|
$6.78 Million
0.06% of portfolio
|
Q3 2024
Added 55.02%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
17,992
shares
|
$6.76 Million
1.96% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 31, 2024 Q3 2024 |
17,984
shares
|
$6.76 Million
2.2% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
17,946
shares
|
$6.74 Million
0.89% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Advocate Group LLC
|
Oct 08, 2024 Q3 2024 |
17,920
shares
|
$6.73 Million
1.27% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
17,898
shares
|
$6.73 Million
0.38% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
17,880
shares
|
$6.72 Million
0.12% of portfolio
|
Q3 2024
Reduced 14.64%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
17,814
shares
|
$6.69 Million
1.79% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
17,737
shares
|
$6.67 Million
0.31% of portfolio
|
Q3 2024
Reduced 9.07%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
17,735
shares
|
$6.66 Million
1.99% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
17,728
shares
|
$6.66 Million
0.41% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
17,706
shares
|
$6.65 Million
1.65% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
17,623
shares
|
$6.62 Million
1.8% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
17,595
shares
|
$6.61 Million
0.78% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Bridge Creek Capital Management LLC
|
Oct 07, 2024 Q3 2024 |
17,561
shares
|
$6.6 Million
2.09% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Bsn Capital Partners LTD
|
Oct 09, 2024 Q3 2024 |
17,450
shares
|
$6.56 Million
1.17% of portfolio
|
Q3 2024
New holding
|