Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,295 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 $116 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
427
shares
|
$145,611
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
420
shares
|
$143,224
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
419
shares
|
$142,883
0.02% of portfolio
|
Q3 2024
Added 7.16%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
410
shares
|
$139,814
0.08% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
394
shares
|
$134,357
0.03% of portfolio
|
Q3 2023
Added 196.24%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
390
shares
|
$132,993
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Globeflex Capital L P
San Diego, CA |
Feb 10, 2025 Q4 2024 |
386
shares
|
$131,629
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
384
shares
|
$130,947
0.04% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
383
shares
|
$130,606
0.03% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
382
shares
|
$130,265
0.01% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
378
shares
|
$128,901
0.04% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
375
shares
|
$127,878
0.11% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
372
shares
|
$126,855
0.03% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
370
shares
|
$126,173
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mizuho Securities Co. Ltd.
|
Feb 11, 2025 Q4 2024 |
370
shares
|
$126,173
2.14% of portfolio
|
Q4 2024
Reduced 80.83%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
368
shares
|
$125,491
0.08% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
363
shares
|
$123,786
0.0% of portfolio
|
Q4 2024
Added 626.0%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
359
shares
|
$122,422
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
352
shares
|
$120,035
0.07% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
350
shares
|
$119,353
0.02% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
350
shares
|
$119,353
0.05% of portfolio
|
Q4 2024
Reduced 28.43%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Feb 14, 2025 Q4 2024 |
350
shares
|
$119,353
0.11% of portfolio
|
Q4 2024
Reduced 42.62%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
346
shares
|
$117,989
0.0% of portfolio
|
Q4 2024
Added 117.61%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
345
shares
|
$117,648
0.05% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
344
shares
|
$117,307
0.08% of portfolio
|
Q4 2024
Reduced 26.65%
|