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 |
|---|---|---|---|---|---|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
17,439
shares
|
$6.55 Million
1.6% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
17,363
shares
|
$6.53 Million
1.22% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,320
shares
|
$6.51 Million
2.03% of portfolio
|
Q2 2022
Reduced 0.92%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
17,312
shares
|
$6.51 Million
1.46% of portfolio
|
Q1 2023
Added 0.18%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
17,305
shares
|
$6.5 Million
0.06% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,287
shares
|
$6.5 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
17,261
shares
|
$6.49 Million
1.06% of portfolio
|
Q1 2023
Added 0.48%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
17,223
shares
|
$6.47 Million
0.46% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
17,156
shares
|
$6.45 Million
2.25% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
17,139
shares
|
$6.44 Million
0.49% of portfolio
|
Q3 2024
Added 13.93%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
17,124
shares
|
$6.44 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.91%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
17,086
shares
|
$6.42 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
17,070
shares
|
$6.41 Million
0.13% of portfolio
|
Q3 2024
Reduced 14.88%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
17,058
shares
|
$6.41 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
17,051
shares
|
$6.41 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
17,029
shares
|
$6.4 Million
0.38% of portfolio
|
Q3 2024
Reduced 24.9%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
16,988
shares
|
$6.38 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
16,900
shares
|
$6.35 Million
1.15% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
16,888
shares
|
$6.35 Million
0.75% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
16,835
shares
|
$6.33 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Mizuho Markets Americas LLC
|
Nov 06, 2024 Q3 2024 |
16,784
shares
|
$6.31 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
16,773
shares
|
$6.3 Million
0.02% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
16,716
shares
|
$6.28 Million
0.53% of portfolio
|
Q3 2024
Added 8.63%
|
|
|
Massachusetts Institute Of Technology
Cambridge, MA |
Nov 14, 2024 Q3 2024 |
16,714
shares
|
$6.28 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
16,659
shares
|
$6.26 Million
0.41% of portfolio
|
Q3 2024
Added 0.88%
|