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 |
|---|---|---|---|---|---|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
127
shares
|
$42,169
0.02% of portfolio
|
Q1 2022
Reduced 45.96%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
127
shares
|
$42,169
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
126
shares
|
$41,837
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
125
shares
|
$41,505
0.01% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
123
shares
|
$40,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
121
shares
|
$40,176
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
120
shares
|
$39,844
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
116
shares
|
$38,516
0.05% of portfolio
|
Q3 2023
Added 0.87%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
115
shares
|
$38,184
0.02% of portfolio
|
Q4 2024
Added 130.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
113
shares
|
$37,520
0.01% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
107
shares
|
$35,528
15.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
106
shares
|
$35,196
0.02% of portfolio
|
Q1 2024
Reduced 15.2%
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
103
shares
|
$34,200
0.01% of portfolio
|
Q4 2023
Reduced 25.9%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
102
shares
|
$33,868
0.02% of portfolio
|
Q2 2024
Reduced 22.73%
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
101
shares
|
$33,536
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
100
shares
|
$33,204
0.0% of portfolio
|
Q4 2024
Added 334.78%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
100
shares
|
$33,204
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
100
shares
|
$33,204
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
100
shares
|
$33,204
0.07% of portfolio
|
Q4 2024
Reduced 84.1%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
100
shares
|
$33,204
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
99
shares
|
$32,871
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
99
shares
|
$32,871
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
99
shares
|
$32,871
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
97
shares
|
$32,207
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
96
shares
|
$31,875
0.03% of portfolio
|
Q4 2024
New holding
|