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 |
|---|---|---|---|---|---|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 16, 2024 Q3 2024 |
7,308
shares
|
$2.66 Million
1.28% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
7,307
shares
|
$2.66 Million
0.31% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Little House Capital LLC
Braintree, MA |
Oct 21, 2024 Q3 2024 |
7,306
shares
|
$2.66 Million
0.82% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
7,297
shares
|
$2.66 Million
0.66% of portfolio
|
Q3 2024
Reduced 9.15%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
7,278
shares
|
$2.65 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
7,266
shares
|
$2.64 Million
0.06% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
7,238
shares
|
$2.63 Million
0.25% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
7,217
shares
|
$2.63 Million
0.67% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
7,170
shares
|
$2.61 Million
0.91% of portfolio
|
Q3 2024
Reduced 14.77%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2024 Q3 2024 |
7,150
shares
|
$2.6 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
7,148
shares
|
$2.6 Million
1.57% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
7,146
shares
|
$2.6 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
7,130
shares
|
$2.59 Million
0.68% of portfolio
|
Q3 2024
Reduced 23.74%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
7,122
shares
|
$2.59 Million
0.52% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
7,110
shares
|
$2.59 Million
0.28% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
7,104
shares
|
$2.59 Million
2.22% of portfolio
|
Q4 2023
Reduced 0.82%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
7,100
shares
|
$2.58 Million
1.04% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
7,082
shares
|
$2.58 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 14, 2024 Q3 2024 |
7,073
shares
|
$2.57 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Bcm Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
7,056
shares
|
$2.57 Million
0.63% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,037
shares
|
$2.56 Million
0.34% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
7,034
shares
|
$2.56 Million
0.96% of portfolio
|
Q3 2024
Reduced 25.94%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,014
shares
|
$2.55 Million
0.16% of portfolio
|
Q3 2024
Added 63.08%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
6,983
shares
|
$2.54 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
6,977
shares
|
$2.54 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.43%
|