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 |
|---|---|---|---|---|---|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
178
shares
|
$59,103
0.05% of portfolio
|
Q3 2022
Added 0.56%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
168
shares
|
$55,782
0.04% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
168
shares
|
$55,782
0.02% of portfolio
|
Q4 2024
Added 43.59%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
164
shares
|
$54,454
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
160
shares
|
$53,126
0.03% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Feb 06, 2025 Q4 2024 |
159
shares
|
$52,794
0.05% of portfolio
|
Q4 2024
Reduced 38.61%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
159
shares
|
$52,794
0.01% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
157
shares
|
$52,130
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Feb 14, 2025 Q4 2024 |
157
shares
|
$52,130
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
152
shares
|
$50,470
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
151
shares
|
$50,138
0.02% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
148
shares
|
$49,141
0.0% of portfolio
|
Q2 2024
Reduced 22.11%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
146
shares
|
$48,477
0.02% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
145
shares
|
$48,145
0.01% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
144
shares
|
$47,813
0.01% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
142
shares
|
$47,149
0.03% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
140
shares
|
$46,485
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
140
shares
|
$46,485
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
139
shares
|
$46,153
0.03% of portfolio
|
Q4 2024
Reduced 55.45%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
138
shares
|
$45,821
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
138
shares
|
$45,821
0.04% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
137
shares
|
$45,489
0.01% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
136
shares
|
$45,157
0.01% of portfolio
|
Q2 2023
Reduced 42.37%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
130
shares
|
$43,165
0.02% of portfolio
|
Q2 2022
Reduced 51.13%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
130
shares
|
$43,165
0.01% of portfolio
|
Q4 2024
New holding
|