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 |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
10,933
shares
|
$4.11 Million
0.49% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
10,920
shares
|
$4.1 Million
0.69% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
10,915
shares
|
$4.1 Million
0.23% of portfolio
|
Q3 2024
Added 45.36%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
10,871
shares
|
$4.09 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Oct 18, 2024 Q3 2024 |
10,835
shares
|
$4.07 Million
0.95% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Hudson Capital Management LLC
|
Oct 09, 2024 Q3 2024 |
10,829
shares
|
$4.07 Million
1.4% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
10,792
shares
|
$4.06 Million
1.05% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
10,739
shares
|
$4.04 Million
0.6% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
10,732
shares
|
$4.03 Million
1.17% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
10,713
shares
|
$4.03 Million
0.46% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
10,711
shares
|
$4.03 Million
0.38% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
10,708
shares
|
$4.02 Million
0.28% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
10,687
shares
|
$4.02 Million
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
10,606
shares
|
$3.99 Million
0.18% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
10,491
shares
|
$3.94 Million
0.56% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
10,412
shares
|
$3.91 Million
0.36% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
10,389
shares
|
$3.9 Million
0.13% of portfolio
|
Q2 2022
Added 16.36%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
10,359
shares
|
$3.89 Million
1.69% of portfolio
|
Q2 2024
Added 12.59%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
10,335
shares
|
$3.88 Million
1.99% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
10,325
shares
|
$3.88 Million
0.5% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
10,315
shares
|
$3.88 Million
1.54% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
10,295
shares
|
$3.87 Million
0.1% of portfolio
|
Q3 2024
Reduced 28.7%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
10,269
shares
|
$3.86 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
10,258
shares
|
$3.85 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
10,227
shares
|
$3.84 Million
1.03% of portfolio
|
Q3 2024
Added 0.59%
|