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 |
|---|---|---|---|---|---|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,580
shares
|
$1.3 Million
0.26% of portfolio
|
Q2 2023
Reduced 1.38%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
3,575
shares
|
$1.3 Million
0.1% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
3,572
shares
|
$1.3 Million
0.19% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,572
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 64.75%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
3,563
shares
|
$1.3 Million
0.07% of portfolio
|
Q2 2024
Added 22.52%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
3,552
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Perfromance Wealth Partners, LLC
|
Oct 10, 2024 Q3 2024 |
3,547
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
3,545
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2024
Reduced 12.3%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Nov 12, 2024 Q3 2024 |
3,542
shares
|
$1.29 Million
0.33% of portfolio
|
Q1 2021
Reduced 3.14%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 09, 2024 Q3 2024 |
3,528
shares
|
$1.28 Million
0.15% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 09, 2024 Q3 2024 |
3,525
shares
|
$1.28 Million
0.5% of portfolio
|
Q3 2023
Reduced 2.76%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
3,523
shares
|
$1.28 Million
0.36% of portfolio
|
Q4 2023
Added 11.03%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
3,519
shares
|
$1.28 Million
0.06% of portfolio
|
Q3 2024
Added 17.18%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
3,511
shares
|
$1.28 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
1900 Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
3,509
shares
|
$1.28 Million
0.13% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
3,504
shares
|
$1.28 Million
0.31% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
3,500
shares
|
$1.27 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Sequent Asset Management, LLC
|
Nov 01, 2024 Q3 2024 |
3,498
shares
|
$1.27 Million
1.16% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
3,490
shares
|
$1.27 Million
0.54% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Donoghue Forlines LLC
|
Nov 13, 2024 Q3 2024 |
3,481
shares
|
$1.27 Million
0.4% of portfolio
|
Q3 2024
Added 91.05%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
3,468
shares
|
$1.26 Million
0.14% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
3,466
shares
|
$1.26 Million
1.33% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,465
shares
|
$1.26 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
3,465
shares
|
$1.26 Million
0.42% of portfolio
|
Q4 2023
New holding
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
3,456
shares
|
$1.26 Million
0.07% of portfolio
|
Q3 2024
Added 11.81%
|