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 |
|---|---|---|---|---|---|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
95
shares
|
$31,543
0.01% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
92
shares
|
$30,547
0.01% of portfolio
|
Q4 2024
Added 21.05%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
91
shares
|
$30,215
0.0% of portfolio
|
Q4 2024
Reduced 43.83%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
91
shares
|
$30,215
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
88
shares
|
$29,219
0.03% of portfolio
|
Q1 2023
Reduced 47.62%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
86
shares
|
$28,555
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
83
shares
|
$27,559
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
80
shares
|
$26,563
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
75
shares
|
$24,903
0.01% of portfolio
|
Q2 2024
Reduced 51.61%
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
75
shares
|
$24,903
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
75
shares
|
$24,903
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
74
shares
|
$24,570
0.01% of portfolio
|
Q4 2022
Reduced 21.28%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
74
shares
|
$24,570
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
74
shares
|
$24,570
0.02% of portfolio
|
Q4 2024
Added 12.12%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
73
shares
|
$24,238
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
73
shares
|
$24,238
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Belmont Capital, LLC
|
Feb 13, 2025 Q4 2024 |
70
shares
|
$23,242
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
70
shares
|
$23,242
0.0% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
65
shares
|
$21,582
0.01% of portfolio
|
Q3 2023
Reduced 60.61%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Jan 21, 2025 Q4 2024 |
65
shares
|
$21,582
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
65
shares
|
$21,582
0.01% of portfolio
|
Q3 2024
Reduced 61.76%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
63
shares
|
$20,918
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
61
shares
|
$20,254
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
59
shares
|
$19,590
0.01% of portfolio
|
Q4 2024
Added 126.92%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
59
shares
|
$19,590
0.02% of portfolio
|
Q4 2024
New holding
|