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 |
|---|---|---|---|---|---|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
5,787
shares
|
$2.11 Million
1.05% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
5,784
shares
|
$2.1 Million
0.27% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Investment House LLC
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
5,783
shares
|
$2.1 Million
0.12% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
5,750
shares
|
$2.09 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
5,742
shares
|
$2.09 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
5,732
shares
|
$2.09 Million
0.28% of portfolio
|
Q3 2024
Added 8.56%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
5,721
shares
|
$2.08 Million
0.27% of portfolio
|
Q3 2024
Added 15.76%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
5,720
shares
|
$2.08 Million
0.58% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
5,714
shares
|
$2.08 Million
0.79% of portfolio
|
Q3 2024
Added 98.4%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,687
shares
|
$2.07 Million
0.21% of portfolio
|
Q2 2023
Reduced 5.31%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
5,653
shares
|
$2.06 Million
1.12% of portfolio
|
Q3 2023
Reduced 2.92%
|
|
|
Lgt Group Foundation
|
Nov 13, 2024 Q3 2024 |
5,650
shares
|
$2.06 Million
0.04% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,608
shares
|
$2.04 Million
0.09% of portfolio
|
Q3 2022
Added 3.6%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
5,603
shares
|
$2.04 Million
0.1% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
5,596
shares
|
$2.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
5,595
shares
|
$2.04 Million
0.23% of portfolio
|
Q1 2023
Added 0.25%
|
|
|
Advisors Management Group Inc
|
Oct 31, 2024 Q3 2024 |
5,592
shares
|
$2.03 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
5,550
shares
|
$2.02 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
5,540
shares
|
$2.02 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
5,514
shares
|
$2.01 Million
0.12% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
5,514
shares
|
$2.01 Million
0.31% of portfolio
|
Q1 2023
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,501
shares
|
$2 Million
0.06% of portfolio
|
Q3 2024
Reduced 38.6%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
5,500
shares
|
$2 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
5,494
shares
|
$2 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
5,493
shares
|
$2 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.0%
|