Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,124 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $117 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nordwand Advisors, LLC
Radnor, PA |
Nov 01, 2024 Q3 2024 |
420
shares
|
$147,420
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
419
shares
|
$147,069
0.02% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Financial Management Professionals, Inc.
|
Oct 24, 2024 Q3 2024 |
419
shares
|
$147,069
0.02% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
410
shares
|
$143,910
0.08% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Motco
|
Nov 05, 2024 Q3 2024 |
407
shares
|
$142,857
0.02% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
400
shares
|
$140,400
0.09% of portfolio
|
Q3 2021
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
394
shares
|
$138,294
0.03% of portfolio
|
Q3 2023
Added 196.24%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
393
shares
|
$137,943
0.01% of portfolio
|
Q3 2024
Reduced 40.99%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
386
shares
|
$135,486
0.09% of portfolio
|
Q3 2024
Added 4.32%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 13, 2024 Q3 2024 |
386
shares
|
$135,486
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
384
shares
|
$134,784
0.05% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Ossiam
Paris, I0 |
Nov 13, 2024 Q3 2024 |
380
shares
|
$133,380
0.0% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
375
shares
|
$131,625
0.11% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
368
shares
|
$129,168
0.03% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
359
shares
|
$126,009
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Millburn Ridgefield Corp
|
Nov 14, 2024 Q3 2024 |
356
shares
|
$124,956
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
356
shares
|
$124,956
0.03% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
352
shares
|
$123,552
0.08% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
350
shares
|
$122,850
0.02% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
345
shares
|
$121,095
0.05% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
340
shares
|
$119,340
0.05% of portfolio
|
Q3 2022
Reduced 30.61%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
335
shares
|
$117,585
0.04% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
330
shares
|
$115,830
0.04% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
329
shares
|
$115,479
0.03% of portfolio
|
Q3 2024
Reduced 35.24%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
327
shares
|
$114,777
0.02% of portfolio
|
Q3 2024
Added 1.55%
|