Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,297 institutions that hold shares in the stock, with a total of 339 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 |
|---|---|---|---|---|---|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
852
shares
|
$294,118
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
850
shares
|
$293,428
0.16% of portfolio
|
Q2 2024
Added 49.12%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
850
shares
|
$293,428
0.25% of portfolio
|
Q2 2024
Added 2.94%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
849
shares
|
$293,083
0.02% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
848
shares
|
$292,738
0.1% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
846
shares
|
$292,047
0.03% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
846
shares
|
$292,047
0.06% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
844
shares
|
$291,357
0.16% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Wmg Financial Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
844
shares
|
$291,357
0.14% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
843
shares
|
$291,012
0.19% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
843
shares
|
$291,012
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
842
shares
|
$290,666
0.17% of portfolio
|
Q2 2023
Added 22.03%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
840
shares
|
$289,976
0.06% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
South Street Advisors LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
840
shares
|
$289,976
0.05% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Feb 04, 2025 Q4 2024 |
840
shares
|
$289,976
0.24% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
840
shares
|
$289,976
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
838
shares
|
$289,285
0.01% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Feb 12, 2025 Q4 2024 |
837
shares
|
$288,940
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
835
shares
|
$288,250
0.12% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Jag Capital Management, LLC
|
Feb 06, 2025 Q4 2024 |
834
shares
|
$287,905
0.04% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
834
shares
|
$287,905
0.11% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
827
shares
|
$285,488
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
826
shares
|
$285,143
0.24% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
826
shares
|
$285,143
0.03% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
826
shares
|
$285,143
0.12% of portfolio
|
Q4 2024
Added 0.36%
|