Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,125 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $123 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
4,349
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
4,346
shares
|
$1.59 Million
0.57% of portfolio
|
Q3 2024
Added 2.82%
|
|
|
Amarillo National Bank
|
Oct 24, 2024 Q3 2024 |
4,334
shares
|
$1.59 Million
0.32% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
4,333
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2024
Added 25.78%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
4,300
shares
|
$1.57 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
4,300
shares
|
$1.57 Million
0.04% of portfolio
|
Q3 2021
Reduced 1.06%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
4,291
shares
|
$1.57 Million
1.34% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
4,286
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
4,275
shares
|
$1.56 Million
1.08% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
4,268
shares
|
$1.56 Million
0.32% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
4,256
shares
|
$1.56 Million
0.07% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
4,250
shares
|
$1.56 Million
0.65% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
4,246
shares
|
$1.55 Million
0.32% of portfolio
|
Q3 2024
Added 22.33%
|
|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
4,240
shares
|
$1.55 Million
0.24% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
4,237
shares
|
$1.55 Million
0.84% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
4,236
shares
|
$1.55 Million
0.11% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
4,231
shares
|
$1.55 Million
0.38% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
4,221
shares
|
$1.55 Million
0.19% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
4,219
shares
|
$1.54 Million
1.21% of portfolio
|
Q2 2024
Reduced 1.7%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Oct 07, 2024 Q3 2024 |
4,217
shares
|
$1.54 Million
0.96% of portfolio
|
Q4 2023
Reduced 0.33%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
4,216
shares
|
$1.54 Million
0.07% of portfolio
|
Q3 2024
Reduced 34.33%
|
|
|
First County Bank /Ct/
Stamford, CT |
Nov 12, 2024 Q3 2024 |
4,215
shares
|
$1.54 Million
0.81% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
4,214
shares
|
$1.54 Million
0.47% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
4,214
shares
|
$1.54 Million
0.84% of portfolio
|
Q4 2022
Reduced 1.29%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,204
shares
|
$1.54 Million
2.25% of portfolio
|
Q1 2024
Added 1.42%
|