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 $117 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
22
shares
|
$7,566
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
20
shares
|
$6,879
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
17
shares
|
$5,847
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
17
shares
|
$5,847
0.0% of portfolio
|
Q4 2023
Added 54.55%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
16
shares
|
$5,503
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
15
shares
|
$5,159
0.24% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
15
shares
|
$5,159
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
15
shares
|
$5,159
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
14
shares
|
$4,815
0.0% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
13
shares
|
$4,471
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
11
shares
|
$3,783
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
10
shares
|
$3,439
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
10
shares
|
$3,439
0.0% of portfolio
|
Q4 2024
Reduced 99.78%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
8
shares
|
$2,751
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
7
shares
|
$2,407
0.0% of portfolio
|
Q1 2024
Reduced 41.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
6
shares
|
$2,063
0.2% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
6
shares
|
$2,063
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
5
shares
|
$1,719
0.0% of portfolio
|
Q3 2024
Reduced 95.58%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
4
shares
|
$1,375
0.0% of portfolio
|
Q2 2023
Reduced 80.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
4
shares
|
$1,375
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
3
shares
|
$1,031
0.0% of portfolio
|
Q3 2023
Reduced 98.56%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3
shares
|
$1,031
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
3
shares
|
$1,031
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
2
shares
|
$687
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
2
shares
|
$687
0.0% of portfolio
|
Q3 2021
Reduced 96.49%
|