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 |
|---|---|---|---|---|---|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
10,222
shares
|
$3.84 Million
0.25% of portfolio
|
Q2 2022
Added 3.6%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
10,130
shares
|
$3.81 Million
0.14% of portfolio
|
Q3 2024
Added 14.24%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
10,126
shares
|
$3.81 Million
0.14% of portfolio
|
Q2 2022
Added 11.63%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
10,053
shares
|
$3.78 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Bnc Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
10,024
shares
|
$3.77 Million
1.45% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
10,013
shares
|
$3.76 Million
0.17% of portfolio
|
Q3 2024
Added 11.32%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
9,973
shares
|
$3.75 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
9,955
shares
|
$3.74 Million
0.15% of portfolio
|
Q3 2024
Reduced 17.56%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
9,905
shares
|
$3.72 Million
0.75% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Brendel Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
9,894
shares
|
$3.72 Million
2.19% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
9,882
shares
|
$3.71 Million
0.25% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
9,866
shares
|
$3.71 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
9,865
shares
|
$3.71 Million
0.23% of portfolio
|
Q3 2024
Reduced 14.68%
|
|
|
Cumberland Advisors Inc
|
Oct 16, 2024 Q3 2024 |
9,850
shares
|
$3.7 Million
1.53% of portfolio
|
Q1 2022
Added 3.14%
|
|
|
First Dallas Securities Inc.
|
Nov 15, 2024 Q3 2024 |
9,847
shares
|
$3.7 Million
1.63% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
9,830
shares
|
$3.69 Million
1.06% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
9,824
shares
|
$3.69 Million
0.88% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
9,812
shares
|
$3.69 Million
0.11% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Consolidated Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
9,808
shares
|
$3.69 Million
1.69% of portfolio
|
Q3 2024
Reduced 9.63%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
9,803
shares
|
$3.68 Million
0.14% of portfolio
|
Q1 2024
Added 31.97%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
9,785
shares
|
$3.68 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
9,751
shares
|
$3.66 Million
0.98% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
9,737
shares
|
$3.66 Million
0.31% of portfolio
|
Q4 2023
Reduced 1.31%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,608
shares
|
$3.61 Million
1.17% of portfolio
|
Q4 2023
Added 0.08%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
9,602
shares
|
$3.61 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.33%
|