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 |
|---|---|---|---|---|---|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
12,529
shares
|
$4.56 Million
1.25% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
12,517
shares
|
$4.55 Million
0.38% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Barbara Oil Co.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
12,500
shares
|
$4.55 Million
2.02% of portfolio
|
Q3 2017
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
12,499
shares
|
$4.55 Million
0.05% of portfolio
|
Q3 2024
Added 10.18%
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Oct 15, 2024 Q3 2024 |
12,466
shares
|
$4.54 Million
3.8% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Oct 16, 2024 Q3 2024 |
12,365
shares
|
$4.5 Million
1.55% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
12,347
shares
|
$4.49 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
12,334
shares
|
$4.49 Million
1.05% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
12,311
shares
|
$4.48 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.98%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
12,306
shares
|
$4.48 Million
0.34% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
12,242
shares
|
$4.45 Million
0.11% of portfolio
|
Q3 2024
Reduced 16.33%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
12,213
shares
|
$4.44 Million
0.1% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
12,189
shares
|
$4.44 Million
0.23% of portfolio
|
Q3 2024
Reduced 22.54%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
12,168
shares
|
$4.43 Million
0.06% of portfolio
|
Q3 2024
Reduced 51.31%
|
|
|
Seizert Capital Partners, LLC
|
Nov 06, 2024 Q3 2024 |
12,084
shares
|
$4.4 Million
0.22% of portfolio
|
Q3 2024
Added 31.15%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
12,057
shares
|
$4.39 Million
1.6% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
12,010
shares
|
$4.37 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
11,991
shares
|
$4.36 Million
0.3% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
11,803
shares
|
$4.29 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Slow Capital, Inc.
|
Oct 18, 2024 Q3 2024 |
11,785
shares
|
$4.29 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
11,736
shares
|
$4.27 Million
0.1% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
11,705
shares
|
$4.26 Million
3.41% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
11,659
shares
|
$4.24 Million
0.32% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,556
shares
|
$4.21 Million
0.03% of portfolio
|
Q3 2024
Reduced 42.22%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
11,543
shares
|
$4.2 Million
1.29% of portfolio
|
Q3 2024
Reduced 4.49%
|