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 |
|---|---|---|---|---|---|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
11,528
shares
|
$4.19 Million
0.28% of portfolio
|
Q3 2022
Reduced 12.55%
|
|
|
Argyle Capital Management Inc.
|
Oct 25, 2024 Q3 2024 |
11,519
shares
|
$4.19 Million
1.82% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
11,490
shares
|
$4.18 Million
0.91% of portfolio
|
Q2 2023
Added 1.32%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
11,483
shares
|
$4.18 Million
0.32% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
11,468
shares
|
$4.17 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
11,463
shares
|
$4.17 Million
0.03% of portfolio
|
Q3 2024
Reduced 25.27%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
11,454
shares
|
$4.17 Million
0.19% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
11,445
shares
|
$4.16 Million
0.22% of portfolio
|
Q3 2024
Added 26.07%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
11,408
shares
|
$4.15 Million
0.37% of portfolio
|
Q3 2024
Added 16.91%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
11,403
shares
|
$4.15 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
11,271
shares
|
$4.1 Million
0.28% of portfolio
|
Q3 2024
Added 4.47%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
11,244
shares
|
$4.09 Million
0.05% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
11,239
shares
|
$4.09 Million
2.92% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
11,236
shares
|
$4.09 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Wakefield Asset Management Lllp
Englewood, CO |
Nov 05, 2024 Q3 2024 |
11,206
shares
|
$4.08 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
11,171
shares
|
$4.07 Million
3.14% of portfolio
|
Q3 2024
New holding
|
|
|
Regency Capital Management Inc.\De
|
Oct 04, 2024 Q3 2024 |
11,152
shares
|
$4.06 Million
2.64% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
11,120
shares
|
$4.05 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
11,086
shares
|
$4.03 Million
0.35% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
11,077
shares
|
$4.03 Million
0.49% of portfolio
|
Q2 2024
Added 1047.88%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
11,063
shares
|
$4.03 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
11,030
shares
|
$4.01 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
11,009
shares
|
$4.01 Million
2.08% of portfolio
|
Q3 2023
Added 0.99%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
10,944
shares
|
$3.98 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
10,933
shares
|
$3.98 Million
0.49% of portfolio
|
Q2 2024
Reduced 0.6%
|