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 |
|---|---|---|---|---|---|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
14,826
shares
|
$5.57 Million
2.45% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Chicago Capital, LLC
|
Oct 18, 2024 Q3 2024 |
14,756
shares
|
$5.55 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,708
shares
|
$5.53 Million
0.06% of portfolio
|
Q3 2024
Reduced 14.6%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
14,698
shares
|
$5.52 Million
0.24% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
14,685
shares
|
$5.52 Million
0.24% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
14,624
shares
|
$5.5 Million
2.02% of portfolio
|
Q3 2024
Reduced 12.34%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
14,616
shares
|
$5.49 Million
0.17% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
14,594
shares
|
$5.48 Million
0.46% of portfolio
|
Q2 2024
Added 8.38%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
14,551
shares
|
$5.47 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
14,545
shares
|
$5.47 Million
0.86% of portfolio
|
Q2 2024
Reduced 1.51%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
14,447
shares
|
$5.43 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
14,436
shares
|
$5.43 Million
0.01% of portfolio
|
Q4 2023
Reduced 57.59%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
14,357
shares
|
$5.4 Million
0.4% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
14,357
shares
|
$5.4 Million
2.87% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
14,324
shares
|
$5.38 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
14,267
shares
|
$5.36 Million
0.1% of portfolio
|
Q3 2024
Added 249.68%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
14,252
shares
|
$5.36 Million
1.33% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
14,245
shares
|
$5.35 Million
0.31% of portfolio
|
Q3 2024
Reduced 9.35%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
14,178
shares
|
$5.33 Million
0.28% of portfolio
|
Q3 2024
Added 18.92%
|
|
|
Wright Investors Service Inc
|
Oct 04, 2024 Q3 2024 |
14,119
shares
|
$5.31 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
14,086
shares
|
$5.29 Million
0.63% of portfolio
|
Q1 2023
Reduced 0.7%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
14,083
shares
|
$5.29 Million
0.37% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
14,083
shares
|
$5.29 Million
0.18% of portfolio
|
Q3 2024
Reduced 15.16%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
14,027
shares
|
$5.27 Million
0.2% of portfolio
|
Q3 2024
Reduced 23.19%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
13,960
shares
|
$5.25 Million
0.38% of portfolio
|
Q3 2024
Added 0.07%
|