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 |
|---|---|---|---|---|---|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,892
shares
|
$1.42 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,863
shares
|
$1.41 Million
0.55% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,859
shares
|
$1.4 Million
0.18% of portfolio
|
Q3 2024
Added 39.31%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
3,856
shares
|
$1.4 Million
0.34% of portfolio
|
Q3 2024
Added 13.21%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
3,854
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 120.35%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
3,852
shares
|
$1.4 Million
0.17% of portfolio
|
Q3 2024
Reduced 25.19%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
3,851
shares
|
$1.4 Million
0.14% of portfolio
|
Q3 2024
Added 106.49%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
3,848
shares
|
$1.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
3,848
shares
|
$1.4 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,836
shares
|
$1.4 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
3,824
shares
|
$1.39 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
3,811
shares
|
$1.39 Million
0.25% of portfolio
|
Q3 2024
Reduced 17.81%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
3,806
shares
|
$1.38 Million
0.41% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
3,805
shares
|
$1.38 Million
0.02% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
3,793
shares
|
$1.38 Million
0.2% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
3,782
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2024
Added 24.04%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Nov 14, 2024 Q3 2024 |
3,780
shares
|
$1.38 Million
0.93% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,773
shares
|
$1.37 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
3,763
shares
|
$1.37 Million
0.34% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
3,759
shares
|
$1.37 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
3,759
shares
|
$1.37 Million
1.08% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
3,739
shares
|
$1.36 Million
0.55% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
3,729
shares
|
$1.36 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
3,726
shares
|
$1.36 Million
0.15% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
3,718
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.76%
|