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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
4,012
shares
|
$1.46 Million
0.05% of portfolio
|
Q3 2024
Added 26.6%
|
|
|
Viking Fund Management LLC
|
Oct 11, 2024 Q3 2024 |
4,000
shares
|
$1.46 Million
0.26% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
4,000
shares
|
$1.46 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,998
shares
|
$1.45 Million
0.36% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
3,995
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
3,994
shares
|
$1.45 Million
0.15% of portfolio
|
Q3 2024
Reduced 15.65%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
3,990
shares
|
$1.45 Million
0.23% of portfolio
|
Q3 2024
Reduced 60.49%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
3,983
shares
|
$1.45 Million
0.21% of portfolio
|
Q1 2024
Added 2.6%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,982
shares
|
$1.45 Million
0.1% of portfolio
|
Q3 2024
Added 38.79%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
3,969
shares
|
$1.44 Million
0.46% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,966
shares
|
$1.44 Million
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,964
shares
|
$1.44 Million
0.25% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
3,961
shares
|
$1.44 Million
0.09% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
3,949
shares
|
$1.44 Million
1.15% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
Nov 07, 2024 Q3 2024 |
3,937
shares
|
$1.43 Million
0.66% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
3,936
shares
|
$1.43 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
3,932
shares
|
$1.43 Million
1.09% of portfolio
|
Q3 2024
Reduced 21.31%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
3,929
shares
|
$1.43 Million
0.07% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
3,927
shares
|
$1.43 Million
0.28% of portfolio
|
Q3 2024
Added 19.84%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
3,911
shares
|
$1.42 Million
0.13% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Souders Financial Advisors
|
Nov 05, 2024 Q3 2024 |
3,905
shares
|
$1.42 Million
0.22% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 09, 2024 Q3 2024 |
3,905
shares
|
$1.42 Million
1.24% of portfolio
|
Q2 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,903
shares
|
$1.42 Million
0.11% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
3,902
shares
|
$1.42 Million
0.43% of portfolio
|
Q2 2024
Added 7.88%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
3,897
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2024
Added 18.81%
|