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 |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,968
shares
|
$1.81 Million
0.11% of portfolio
|
Q3 2024
Added 30.19%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
4,956
shares
|
$1.8 Million
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
4,950
shares
|
$1.8 Million
0.25% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
4,946
shares
|
$1.8 Million
0.19% of portfolio
|
Q3 2024
Added 8.54%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
4,933
shares
|
$1.8 Million
0.55% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
4,921
shares
|
$1.79 Million
0.19% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
4,913
shares
|
$1.79 Million
0.34% of portfolio
|
Q2 2022
Reduced 2.01%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
4,913
shares
|
$1.79 Million
0.85% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,907
shares
|
$1.79 Million
0.33% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Oct 22, 2024 Q3 2024 |
4,900
shares
|
$1.78 Million
1.37% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
4,899
shares
|
$1.78 Million
0.49% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
4,890
shares
|
$1.78 Million
0.08% of portfolio
|
Q3 2024
Reduced 25.17%
|
|
|
Diamant Asset Management, Inc.
|
Nov 20, 2024 Q3 2024 |
4,858
shares
|
$1.77 Million
1.2% of portfolio
|
Q1 2024
Reduced 1.56%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
4,852
shares
|
$1.77 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Douglas Lane & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
4,832
shares
|
$1.76 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
4,829
shares
|
$1.76 Million
0.08% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
4,827
shares
|
$1.76 Million
0.07% of portfolio
|
Q3 2024
Added 18.28%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
4,821
shares
|
$1.75 Million
0.1% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,806
shares
|
$1.75 Million
0.22% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
4,802
shares
|
$1.75 Million
0.12% of portfolio
|
Q3 2024
Added 9.61%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
4,802
shares
|
$1.75 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
4,763
shares
|
$1.73 Million
0.41% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Oct 29, 2024 Q3 2024 |
4,720
shares
|
$1.72 Million
1.28% of portfolio
|
Q3 2024
Reduced 7.09%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
4,713
shares
|
$1.72 Million
1.06% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
4,699
shares
|
$1.71 Million
1.24% of portfolio
|
Q2 2024
Reduced 6.41%
|