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 |
|---|---|---|---|---|---|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
13,309
shares
|
$5 Million
0.46% of portfolio
|
Q3 2024
Reduced 6.94%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
13,283
shares
|
$4.99 Million
0.48% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
13,250
shares
|
$4.98 Million
0.04% of portfolio
|
Q3 2024
Added 31.08%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
13,230
shares
|
$4.97 Million
1.95% of portfolio
|
Q2 2022
Added 14.24%
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
13,229
shares
|
$4.97 Million
0.58% of portfolio
|
Q3 2024
Reduced 3.67%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
13,165
shares
|
$4.95 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
13,108
shares
|
$4.93 Million
0.33% of portfolio
|
Q3 2024
Added 106.26%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
13,095
shares
|
$4.92 Million
2.89% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13,095
shares
|
$4.92 Million
0.32% of portfolio
|
Q3 2022
Added 211.27%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
13,006
shares
|
$4.89 Million
0.35% of portfolio
|
Q3 2024
Added 74.67%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Oct 09, 2024 Q3 2024 |
12,987
shares
|
$4.88 Million
1.02% of portfolio
|
Q3 2024
Reduced 16.56%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
12,985
shares
|
$4.88 Million
0.33% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
12,937
shares
|
$4.86 Million
0.19% of portfolio
|
Q3 2024
Added 14.73%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,901
shares
|
$4.85 Million
0.03% of portfolio
|
Q2 2022
Added 30.25%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
12,896
shares
|
$4.85 Million
0.89% of portfolio
|
Q3 2024
Reduced 3.64%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
12,850
shares
|
$4.83 Million
0.06% of portfolio
|
Q4 2022
Reduced 0.45%
|
|
|
Liberty One Investment Management, LLC
|
Oct 31, 2024 Q3 2024 |
12,785
shares
|
$4.8 Million
0.52% of portfolio
|
Q3 2024
Added 4.74%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
12,745
shares
|
$4.79 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Oct 07, 2024 Q3 2024 |
12,722
shares
|
$4.78 Million
1.98% of portfolio
|
Q4 2023
Reduced 0.78%
|
|
|
Iowa State Bank
|
Oct 09, 2024 Q3 2024 |
12,706
shares
|
$4.77 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Gouws Capital LLC
|
Nov 06, 2024 Q3 2024 |
12,657
shares
|
$4.76 Million
3.35% of portfolio
|
Q3 2024
Added 9.61%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
12,654
shares
|
$4.76 Million
0.4% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Oct 15, 2024 Q3 2024 |
12,619
shares
|
$4.74 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,601
shares
|
$4.74 Million
0.16% of portfolio
|
Q3 2024
Reduced 60.46%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
12,550
shares
|
$4.72 Million
0.2% of portfolio
|
Q3 2024
Added 4.93%
|