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 |
|---|---|---|---|---|---|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
5,490
shares
|
$2 Million
0.29% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
5,464
shares
|
$1.99 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
5,455
shares
|
$1.99 Million
0.56% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
5,451
shares
|
$1.98 Million
0.02% of portfolio
|
Q3 2024
Added 13.28%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
5,429
shares
|
$1.98 Million
0.22% of portfolio
|
Q3 2024
Reduced 27.07%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Oct 16, 2024 Q3 2024 |
5,420
shares
|
$1.97 Million
1.24% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
5,397
shares
|
$1.96 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
5,335
shares
|
$1.94 Million
0.73% of portfolio
|
Q3 2024
Reduced 16.3%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,334
shares
|
$1.94 Million
0.29% of portfolio
|
Q2 2024
Added 137.7%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
5,318
shares
|
$1.94 Million
0.18% of portfolio
|
Q3 2024
Reduced 9.13%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
5,301
shares
|
$1.93 Million
0.18% of portfolio
|
Q3 2024
Reduced 10.09%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
5,300
shares
|
$1.93 Million
1.44% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
5,297
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
5,293
shares
|
$1.93 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Guardian Investment Management
|
Oct 10, 2024 Q3 2024 |
5,287
shares
|
$1.92 Million
1.66% of portfolio
|
Q4 2023
Reduced 11.69%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
5,272
shares
|
$1.92 Million
0.37% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
5,268
shares
|
$1.92 Million
0.13% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
5,267
shares
|
$1.92 Million
0.38% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
5,263
shares
|
$1.92 Million
0.48% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
5,249
shares
|
$1.91 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
5,235
shares
|
$1.9 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Benedict Financial Advisors Inc
|
Oct 24, 2024 Q3 2024 |
5,221
shares
|
$1.9 Million
0.48% of portfolio
|
Q3 2024
Reduced 10.32%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
5,217
shares
|
$1.9 Million
0.15% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 13, 2024 Q3 2024 |
5,208
shares
|
$1.9 Million
0.57% of portfolio
|
Q3 2024
Reduced 12.9%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
5,201
shares
|
$1.89 Million
0.22% of portfolio
|
Q3 2024
Added 8.6%
|