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 $122 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
15,720
shares
|
$5.72 Million
1.99% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Alps Advisors Inc
Denver, CO |
Nov 12, 2024 Q3 2024 |
15,714
shares
|
$5.72 Million
0.04% of portfolio
|
Q3 2024
Reduced 42.8%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
15,665
shares
|
$5.7 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
15,591
shares
|
$5.67 Million
0.54% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
15,569
shares
|
$5.67 Million
2.49% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Montgomery Investment Management Inc
|
Oct 24, 2024 Q3 2024 |
15,480
shares
|
$5.63 Million
2.3% of portfolio
|
Q1 2024
Reduced 11.44%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
15,441
shares
|
$5.62 Million
0.13% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
15,440
shares
|
$5.62 Million
0.08% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
15,378
shares
|
$5.6 Million
0.13% of portfolio
|
Q3 2024
Reduced 56.29%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
15,368
shares
|
$5.59 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
15,271
shares
|
$5.56 Million
0.41% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
15,267
shares
|
$5.56 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,254
shares
|
$5.55 Million
1.29% of portfolio
|
Q3 2024
Reduced 2.02%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
15,246
shares
|
$5.55 Million
0.23% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
15,244
shares
|
$5.55 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Gam Holding Ag
|
Oct 22, 2024 Q3 2024 |
15,230
shares
|
$5.54 Million
0.52% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
15,223
shares
|
$5.54 Million
0.57% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Nov 05, 2024 Q3 2024 |
15,200
shares
|
$5.53 Million
0.06% of portfolio
|
Q3 2024
Added 56.7%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
15,100
shares
|
$5.49 Million
3.11% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
15,072
shares
|
$5.48 Million
0.13% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
15,000
shares
|
$5.46 Million
0.3% of portfolio
|
Q3 2020
Added 30.43%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
14,999
shares
|
$5.46 Million
0.27% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
14,959
shares
|
$5.44 Million
0.36% of portfolio
|
Q3 2024
Added 26.65%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
14,882
shares
|
$5.42 Million
1.63% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
14,861
shares
|
$5.41 Million
3.36% of portfolio
|
Q3 2024
Reduced 1.03%
|