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 |
|---|---|---|---|---|---|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
3,698
shares
|
$1.35 Million
0.11% of portfolio
|
Q3 2024
Reduced 24.41%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
3,695
shares
|
$1.34 Million
0.75% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,689
shares
|
$1.34 Million
0.24% of portfolio
|
Q3 2023
Reduced 20.44%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
3,689
shares
|
$1.34 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,678
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2024
Added 65.68%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
3,672
shares
|
$1.34 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Nov 13, 2024 Q3 2024 |
3,672
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
3,666
shares
|
$1.33 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
3,663
shares
|
$1.33 Million
0.73% of portfolio
|
Q3 2024
Reduced 7.5%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,661
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
3,646
shares
|
$1.33 Million
0.3% of portfolio
|
Q3 2024
Added 14.58%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
3,641
shares
|
$1.32 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
3,640
shares
|
$1.32 Million
0.2% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
3,635
shares
|
$1.32 Million
0.69% of portfolio
|
Q2 2024
Added 5.15%
|
|
|
Live Oak Private Wealth LLC
|
Oct 22, 2024 Q3 2024 |
3,631
shares
|
$1.32 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
3,631
shares
|
$1.32 Million
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
3,626
shares
|
$1.32 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
3,625
shares
|
$1.32 Million
0.21% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
3,612
shares
|
$1.31 Million
0.35% of portfolio
|
Q4 2022
Reduced 99.58%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
3,601
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 14, 2024 Q3 2024 |
3,600
shares
|
$1.31 Million
0.31% of portfolio
|
Q2 2024
Added 69.44%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
3,596
shares
|
$1.31 Million
0.13% of portfolio
|
Q3 2024
Reduced 24.74%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
3,596
shares
|
$1.31 Million
0.41% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
3,590
shares
|
$1.31 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
3,585
shares
|
$1.3 Million
0.46% of portfolio
|
Q3 2024
Added 10.31%
|