Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,125 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
7,760
shares
|
$2.8 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
7,722
shares
|
$2.78 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,697
shares
|
$2.77 Million
0.18% of portfolio
|
Q4 2022
Added 12.73%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
7,668
shares
|
$2.76 Million
0.4% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Berkshire Bank
|
Oct 18, 2024 Q3 2024 |
7,662
shares
|
$2.76 Million
0.71% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
7,656
shares
|
$2.76 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
7,643
shares
|
$2.75 Million
0.09% of portfolio
|
Q3 2024
Added 19.55%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
7,640
shares
|
$2.75 Million
1.53% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
7,631
shares
|
$2.75 Million
1.17% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
7,622
shares
|
$2.75 Million
1.95% of portfolio
|
Q4 2023
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
7,619
shares
|
$2.75 Million
0.87% of portfolio
|
Q3 2024
Added 1385.19%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
7,587
shares
|
$2.73 Million
0.16% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
7,578
shares
|
$2.73 Million
2.42% of portfolio
|
Q4 2023
Reduced 0.64%
|
|
|
D. Scott Neal, Inc.
|
Oct 17, 2024 Q3 2024 |
7,549
shares
|
$2.72 Million
1.57% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
7,543
shares
|
$2.72 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,542
shares
|
$2.72 Million
1.01% of portfolio
|
Q4 2023
Added 3.9%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
7,518
shares
|
$2.71 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
7,486
shares
|
$2.7 Million
0.09% of portfolio
|
Q3 2024
Added 16.48%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
7,480
shares
|
$2.7 Million
0.1% of portfolio
|
Q2 2024
Added 86.95%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
7,425
shares
|
$2.68 Million
0.28% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
7,402
shares
|
$2.67 Million
0.39% of portfolio
|
Q3 2023
Reduced 7.2%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
7,390
shares
|
$2.66 Million
0.74% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
7,381
shares
|
$2.66 Million
0.79% of portfolio
|
Q3 2024
Reduced 15.27%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Oct 30, 2024 Q3 2024 |
7,314
shares
|
$2.64 Million
1.05% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 16, 2024 Q3 2024 |
7,308
shares
|
$2.63 Million
1.28% of portfolio
|
Q3 2024
Added 1.61%
|