Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,125 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $123 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
72,363
shares
|
$26.6 Million
2.46% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
72,330
shares
|
$26.6 Million
0.49% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
71,187
shares
|
$26.2 Million
0.6% of portfolio
|
Q1 2024
Added 2476.44%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
71,114
shares
|
$26.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
70,216
shares
|
$25.8 Million
0.45% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
70,049
shares
|
$25.7 Million
0.27% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
69,858
shares
|
$25.7 Million
0.36% of portfolio
|
Q3 2024
Added 70.25%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 14, 2024 Q3 2024 |
68,971
shares
|
$25.4 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
68,900
shares
|
$25.3 Million
3.0% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
68,575
shares
|
$25.2 Million
0.52% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
67,981
shares
|
$25 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Grassi Investment Management
|
Oct 22, 2024 Q3 2024 |
67,154
shares
|
$24.7 Million
2.27% of portfolio
|
Q3 2024
Reduced 2.04%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
66,667
shares
|
$24.5 Million
0.61% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Tredje Ap Fonden
|
Nov 08, 2024 Q3 2024 |
66,290
shares
|
$24.4 Million
0.24% of portfolio
|
Q2 2024
Reduced 71.8%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
66,180
shares
|
$24.3 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Mutual Of America Capital Management LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
65,847
shares
|
$24.2 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Westchester Capital Management, Inc.
Omaha, NE |
Nov 01, 2024 Q3 2024 |
64,929
shares
|
$23.9 Million
6.18% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
64,732
shares
|
$23.8 Million
0.26% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
64,459
shares
|
$23.7 Million
3.19% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
64,416
shares
|
$23.7 Million
0.65% of portfolio
|
Q3 2024
Reduced 24.33%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
64,321
shares
|
$23.6 Million
0.04% of portfolio
|
Q3 2024
Reduced 93.76%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Oct 10, 2024 Q3 2024 |
64,100
shares
|
$23.6 Million
0.26% of portfolio
|
Q1 2024
Reduced 45.07%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
63,821
shares
|
$23.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
62,632
shares
|
$23 Million
0.35% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
62,384
shares
|
$22.9 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.21%
|