Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,290 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 $113 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
215
shares
|
$71,388
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
213
shares
|
$70,724
0.06% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
212
shares
|
$70,392
0.02% of portfolio
|
Q4 2024
Added 2.91%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
211
shares
|
$70,060
0.03% of portfolio
|
Q4 2024
Added 779.17%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
210
shares
|
$69,728
0.02% of portfolio
|
Q4 2024
Reduced 10.64%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
206
shares
|
$68,400
0.01% of portfolio
|
Q1 2023
Reduced 32.68%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
205
shares
|
$68,068
0.03% of portfolio
|
Q4 2024
Added 21.3%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Feb 13, 2025 Q4 2024 |
204
shares
|
$67,736
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Chelsea Counsel CO
|
Feb 27, 2025 Q4 2024 |
200
shares
|
$66,408
0.04% of portfolio
|
Q2 2023
Added 11.11%
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
200
shares
|
$66,408
0.65% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
200
shares
|
$66,408
0.01% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
200
shares
|
$66,408
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
200
shares
|
$66,408
0.01% of portfolio
|
Q3 2022
Reduced 27.01%
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
200
shares
|
$66,408
0.01% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
Jul 03, 2024 Q2 2024 |
200
shares
|
$66,408
2.86% of portfolio
|
Q1 2024
New holding
|
|
|
Kieckhefer Group LLC
Mequon, WI |
Jan 13, 2025 Q4 2024 |
200
shares
|
$66,408
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
196
shares
|
$65,079
0.0% of portfolio
|
Q4 2024
Added 96.0%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
193
shares
|
$64,083
0.01% of portfolio
|
Q4 2024
Reduced 68.1%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
191
shares
|
$63,419
0.05% of portfolio
|
Q2 2024
Added 2.14%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Feb 13, 2025 Q4 2024 |
189
shares
|
$62,755
0.0% of portfolio
|
Q4 2024
Added 71.82%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
189
shares
|
$62,755
0.03% of portfolio
|
Q1 2023
Added 10.53%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
186
shares
|
$61,759
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
184
shares
|
$61,095
0.03% of portfolio
|
Q4 2024
Added 20.26%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
183
shares
|
$60,763
0.05% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
181
shares
|
$60,099
0.07% of portfolio
|
Q4 2024
New holding
|