Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,297 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 |
|---|---|---|---|---|---|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
5,972
shares
|
$2.06 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
5,958
shares
|
$2.06 Million
2.24% of portfolio
|
Q1 2024
Reduced 36.95%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
5,940
shares
|
$2.05 Million
0.05% of portfolio
|
Q2 2024
Reduced 60.24%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
5,935
shares
|
$2.05 Million
1.36% of portfolio
|
Q4 2024
Added 9.5%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
5,925
shares
|
$2.05 Million
0.37% of portfolio
|
Q1 2024
Added 14.49%
|
|
|
Ocean Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
5,921
shares
|
$2.04 Million
0.47% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
5,921
shares
|
$2.04 Million
0.13% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
5,921
shares
|
$2.04 Million
1.01% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Feb 14, 2025 Q4 2024 |
5,903
shares
|
$2.04 Million
0.02% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
5,899
shares
|
$2.04 Million
1.49% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
5,894
shares
|
$2.03 Million
0.26% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Bahl & Gaynor Inc
|
Feb 06, 2025 Q4 2024 |
5,880
shares
|
$2.03 Million
0.01% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
5,879
shares
|
$2.03 Million
0.13% of portfolio
|
Q4 2024
Added 11.6%
|
|
|
First National Bank Sioux Falls
|
Jan 13, 2025 Q4 2024 |
5,851
shares
|
$2.02 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,828
shares
|
$2.01 Million
0.49% of portfolio
|
Q4 2024
Reduced 21.04%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
5,825
shares
|
$2.01 Million
0.82% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,810
shares
|
$2.01 Million
0.48% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
5,797
shares
|
$2 Million
1.1% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Wd Rutherford LLC
|
Jan 30, 2025 Q4 2024 |
5,795
shares
|
$2 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jan 27, 2025 Q4 2024 |
5,787
shares
|
$2 Million
1.33% of portfolio
|
Q4 2024
New holding
|
|
|
Bridges Investment Management Inc
|
Feb 05, 2025 Q4 2024 |
5,770
shares
|
$1.99 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Feb 14, 2025 Q4 2024 |
5,761
shares
|
$1.99 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Feb 14, 2025 Q4 2024 |
5,746
shares
|
$1.98 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
5,740
shares
|
$1.98 Million
0.29% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
5,733
shares
|
$1.98 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.86%
|