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 |
|---|---|---|---|---|---|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
6,029
shares
|
$2.19 Million
0.43% of portfolio
|
Q3 2024
Added 13.14%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
6,012
shares
|
$2.19 Million
0.7% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Oct 16, 2024 Q3 2024 |
6,000
shares
|
$2.18 Million
1.3% of portfolio
|
Q4 2023
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
5,999
shares
|
$2.18 Million
0.26% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
5,972
shares
|
$2.17 Million
0.64% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
5,958
shares
|
$2.17 Million
2.24% of portfolio
|
Q1 2024
Reduced 36.95%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
5,947
shares
|
$2.16 Million
0.93% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
5,943
shares
|
$2.16 Million
0.02% of portfolio
|
Q3 2024
Added 25.78%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
5,940
shares
|
$2.16 Million
0.05% of portfolio
|
Q2 2024
Reduced 60.24%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
5,925
shares
|
$2.16 Million
0.4% of portfolio
|
Q1 2024
Added 14.49%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
5,912
shares
|
$2.15 Million
0.79% of portfolio
|
Q4 2023
Added 251.59%
|
|
|
Ocean Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
5,911
shares
|
$2.15 Million
0.54% of portfolio
|
Q3 2024
Added 168.68%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
5,900
shares
|
$2.15 Million
0.33% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
5,893
shares
|
$2.14 Million
0.04% of portfolio
|
Q3 2024
Reduced 78.28%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
5,881
shares
|
$2.14 Million
0.03% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Wd Rutherford LLC
|
Oct 25, 2024 Q3 2024 |
5,852
shares
|
$2.13 Million
1.13% of portfolio
|
Q3 2024
Added 39.63%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
5,851
shares
|
$2.13 Million
1.05% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
5,846
shares
|
$2.13 Million
0.02% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
5,841
shares
|
$2.13 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,833
shares
|
$2.12 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
5,832
shares
|
$2.12 Million
1.7% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
5,828
shares
|
$2.12 Million
0.32% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Bahl & Gaynor Inc
|
Nov 12, 2024 Q3 2024 |
5,807
shares
|
$2.11 Million
0.01% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
5,804
shares
|
$2.11 Million
0.14% of portfolio
|
Q3 2024
Added 14.5%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2024 Q3 2024 |
5,800
shares
|
$2.11 Million
0.05% of portfolio
|
Q3 2024
New holding
|