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Get Institutions for : 
Caterpillar Inc (CAT)  
$336.75 1.31 (0.39%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 2429    18
Total shares held : 
 353,388,814  
% of shares held : 
 65.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   17  
Amount of shares held : 
 4,005,628  
% of shares held change : 
   0.74%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $271.72  
Last Quarter's Ending Price : 
 $295.67  
Last Quarter's Average Price : 
 $259.41  
Change from last quarter's     
avg. price to the last closing  : 
77.34 (29.81%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
123
 6,312,618
 1.79%
 
Increased Positions :
912
 13,661,705
 3.87%
 
Unchanged Positions :
481
 27,506,578
 7.78%
 
Decreased Positions :
913
-13,321,092
-3.77%
 
Closed Positions :
105
-2,647,603
-0.75%
 
Guru Positions :
3
8,223,619
 2.33%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORGES BANK 60 *New 2023-12-31 5,616,260 $1,660,560,000 5,616,260
   CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 157 *New 2023-12-31 172,149 $50,899,000 172,149
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 24 *New 2024-03-31 98,527 $36,104,000 98,527
   VAN ECK ASSOCIATES CORP 225 *New 2023-12-31 75,101 $22,205,000 75,101
   SANDLER CAPITAL MANAGEMENT 35 *New 2023-12-31 35,000 $10,348,000 35,000
   CSM Advisors LLC 36 *New 2023-12-31 34,699 $10,257,000 34,699
   Simplicity WealthLLC 122 *New 2024-03-31 19,827 $7,265,000 19,827
   GAM HOLDING LTD. *New 2023-12-31 17,980 $5,316,000 17,980
   Optiver Holding B.V. 60 *New 2023-12-31 17,079 $5,050,000 17,079
   RIVER & MERCANTILE ASSET MANAGEMENT LLP 24 *New 2023-12-31 16,000 $4,732,000 16,000
   ALLSTATE INVESTMENT MANAGEMENT CO 101 *New 2022-12-31 19,591 $4,693,000 19,591
   SEASCAPE CAPITAL MANAGEMENT 16 *New 2023-12-31 13,341 $3,945,000 13,341
   TCW GROUP INC 204 *New 2023-12-31 12,907 $3,831,000 12,907
   OCCUDO QUANTITATIVE STRATEGIES LP 45 *New 2023-12-31 11,574 $3,422,000 11,574
   Point72 Europe (London) LLP 61 *New 2023-12-31 9,962 $2,945,000 9,962
   Pinnacle Wealth Management LLC *New 2023-12-31 9,898 $2,927,000 9,898
   Symmetry Investments LP 63 *New 2023-12-31 8,400 $2,484,000 8,400
   SIMPLEX TRADING LLC 246 *New 2024-03-31 6,779 $2,484,000 6,779
   BREVAN HOWARD CAPITAL MANAGEMENT LP 63 *New 2023-12-31 8,043 $2,378,000 8,043
   Insight Wealth Strategies LLC 80 *New 2024-03-31 5,823 $2,134,000 5,823
   TEMASEK HOLDINGS (PRIVATE) LTD 84 *New 2023-12-31 6,615 $1,956,000 6,615
   Vinland Capital Management Gestora de Recursos LTD 10 *New 2024-03-31 4,277 $1,567,000 4,277
   Kula Investments LLC 69 *New 2023-03-31 5,514 $1,262,000 5,514
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV *New 2023-12-31 4,100 $1,212,000 4,100
   MITCHELL SINKLER & STARR/PA 86 *New 2023-12-31 4,040 $1,195,000 4,040
   Souders Financial Advisors *New 2023-12-31 3,529 $1,043,000 3,529
   MAINSTAY CAPITAL MANAGEMENT LLC /ADV *New 2023-12-31 3,384 $1,001,000 3,384
   MENORA MIVTACHIM HOLDINGS LTD. 76 *New 2023-12-31 3,382 $1,000,000 3,382
   Vectors Research Management LLC 82 *New 2023-12-31 3,051 $902,000 3,051
   STABLEFORD CAPITAL II LLC 88 *New 2024-03-31 2,445 $896,000 2,445
   DCM Advisors LLC 51 *New 2023-12-31 2,739 $810,000 2,739
   TORON CAPITAL MARKETS INC. 129 *New 2023-12-31 2,689 $795,000 2,689
   GUERRA PAN ADVISORS LLC 41 *New 2023-12-31 2,651 $784,000 2,651
   Team Hewins LLC 95 *New 2023-12-31 2,621 $775,000 2,621
   JMAC ENTERPRISES LLC *New 2023-12-31 2,446 $723,000 2,446
   DiMeo Schneider & Associates L.L.C. 60 *New 2023-12-31 2,420 $716,000 2,420
   Park Edge Advisors LLC 69 *New 2024-03-31 1,909 $700,000 1,909
   Blueshift Asset Management LLC 80 *New 2023-12-31 2,193 $648,000 2,193
   SCHOLTZ & COMPANY LLC 45 *New 2023-12-31 2,150 $636,000 2,150
   WRAPMANAGER INC 110 *New 2023-12-31 2,138 $632,000 2,138
   SRB CORP 23 *New 2023-12-31 2,015 $596,000 2,015
   SHELTON WEALTH MANAGEMENT LLC 49 *New 2023-12-31 1,842 $545,000 1,842
   BayBridge Capital Group LLC 53 *New 2024-03-31 1,414 $506,000 1,414
   ORRSTOWN FINANCIAL SERVICES INC 52 *New 2024-03-31 1,360 $498,000 1,360
   CONTRAVISORY RESEARCH & MANAGEMENT CORP. 139 *New 2024-03-31 1,245 $456,000 1,245
   LONGFELLOW INVESTMENT MANAGEMENT CO LTD PARTNERSHI 95 *New 2023-12-31 1,490 $441,000 1,490
   SUTTON PLACE INVESTORS LLC 115 *New 2024-03-31 1,109 $406,000 1,109
   GREENWOOD CAPITAL ASSOCIATES LLC 209 *New 2023-12-31 1,352 $400,000 1,352
   SMART PORTFOLIOS, LLC 55 *New 2023-12-31 1,215 $391,000 1,215
   LBMC INVESTMENT ADVISORS, LLC 115 *New 2024-03-31 1,036 $380,000 1,036
   Platte River Wealth Advisors LLC 71 *New 2024-03-31 1,035 $379,000 1,035
   DF DENT & CO INC 208 *New 2023-12-31 1,256 $371,000 1,256
   Merrion Investment Management Co LLC 74 *New 2024-03-31 1,000 $366,000 1,000
   Waterloo Capital L.P. 260 *New 2023-12-31 1,202 $355,000 1,202
   TrueWealth Advisors LLC 128 *New 2024-03-31 945 $346,000 945
   INFRASTRUCTURE CAPITAL ADVISORS LLC 83 *New 2023-12-31 1,168 $345,000 1,168
   S.E.E.D. Planning Group LLC 67 *New 2024-03-31 892 $327,000 892
   Whitaker-Myers Wealth Managers LTD. 74 *New 2024-03-31 830 $304,000 830
   WMG Financial Advisors LLC 73 *New 2023-12-31 1,029 $304,000 1,029
   Stokes Capital Advisors LLC 71 *New 2024-03-31 815 $299,000 815
   Golden Green Inc. 63 *New 2023-09-30 1,092 $298,000 1,092
   Ascent Group LLC 430 *New 2023-12-31 883 $284,000 883
   Parisi Gray Wealth Management 94 *New 2024-03-31 771 $282,000 771
   Drake & Associates LLC 64 *New 2023-12-31 948 $280,000 948
   MAPLE CAPITAL MANAGEMENT INC 87 *New 2023-12-31 930 $275,000 930
   D.B. Root & Company LLC 153 *New 2024-03-31 744 $273,000 744
   JOURNEY STRATEGIC WEALTH LLC 152 *New 2023-12-31 922 $273,000 922
   CHASE INVESTMENT COUNSEL CORP 115 *New 2023-12-31 914 $270,000 914
   SEABRIDGE INVESTMENT ADVISORS LLC *New 2023-12-31 910 $269,000 910
   S.C. Financial Services Inc. 84 *New 2022-12-31 1,101 $264,000 1,101
   Financial Advisors Network Inc. 140 *New 2023-12-31 889 $263,000 889
   First Bank & Trust 192 *New 2024-03-31 716 $262,000 716
   Strategic Financial Concepts LLC 251 *New 2024-03-31 706 $259,000 706
   Waterford Advisors LLC 46 *New 2023-12-31 877 $259,000 877
   Swisher Financial Concepts Inc. 69 *New 2024-03-31 693 $257,000 693
   Hutchens & Kramer Investment Management Group LLC *New 2023-12-31 861 $255,000 861
   MKT Advisors LLC 115 *New 2024-03-31 680 $253,000 680
   OPINICUS CAPITAL INC. 91 *New 2024-03-31 681 $250,000 681
   Eagle Capital Management LLC 37 *New 2024-03-31 679 $249,000 679
   Revolve Wealth Partners LLC 149 *New 2024-03-31 678 $249,000 678
   FARMERS & MERCHANTS TRUST Co OF LONG BEACH 170 *New 2024-03-31 670 $246,000 670
   UMA Financial Services Inc. 141 *New 2024-03-31 680 $245,000 680
   Keystone Wealth Services LLC 192 *New 2024-03-31 669 $245,000 669
   Dechtman Wealth Management LLC 58 *New 2024-03-31 655 $240,000 655
   Vigilare Wealth Management 84 *New 2024-03-31 650 $238,000 650
   CFO4Life L.P. 151 *New 2022-12-31 988 $237,000 988
   Arbor Investment Advisors LLC 104 *New 2024-03-31 645 $236,000 645
   Crown Wealth Group LLC *New 2023-12-31 796 $235,000 796
   Steele Capital Management Inc. 153 *New 2024-03-31 637 $234,000 637
   Clay Northam Wealth Management LLC 74 *New 2024-03-31 639 $234,000 639
   McAdam LLC 265 *New 2024-03-31 633 $232,000 633
   ALTFEST L J & CO INC 287 *New 2024-03-31 630 $231,000 630
   Crestmont Private Wealth LLC 55 *New 2024-03-31 629 $230,000 629
   BUFFINGTON MOHR MCNEAL 123 *New 2024-03-31 625 $229,000 625
   Burt Wealth Advisors 111 *New 2024-03-31 624 $229,000 624
   KWB Wealth 123 *New 2024-03-31 620 $227,000 620
   BOURNE STENSTROM CAPITAL MANAGEMENT INC 60 *New 2024-03-31 618 $226,000 618
   Horan Capital Advisors LLC. 111 *New 2023-12-31 760 $225,000 760
   Core Wealth Partners LLC 122 *New 2024-03-31 609 $223,000 609
   Houlihan Financial Resource Group Ltd. 94 *New 2023-12-31 754 $223,000 754
  100 Records found
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