Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,146 institutions that hold shares in the stock, with a total of 334 Million shares, which have been reported (via 13F filing form) to have a value of $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
847
shares
|
$306,232
0.13% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
846
shares
|
$305,871
0.03% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Morton Community Bank
East Peoria, IL |
Nov 14, 2024 Q3 2024 |
846
shares
|
$305,871
0.09% of portfolio
|
Q3 2024
Added 13.25%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
845
shares
|
$305,509
0.02% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
844
shares
|
$305,148
0.16% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
844
shares
|
$305,148
0.03% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 13, 2025 Q4 2024 |
843
shares
|
$304,786
0.19% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
843
shares
|
$304,786
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
842
shares
|
$304,425
0.17% of portfolio
|
Q2 2023
Added 22.03%
|
|
|
Ellenbecker Investment Group
|
Jan 13, 2025 Q4 2024 |
840
shares
|
$303,702
0.06% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
840
shares
|
$303,702
0.04% of portfolio
|
Q1 2024
Reduced 22.94%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
839
shares
|
$303,340
0.16% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
839
shares
|
$303,340
0.24% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
838
shares
|
$302,978
0.01% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
834
shares
|
$301,532
0.13% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
827
shares
|
$299,001
0.04% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
827
shares
|
$299,001
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
826
shares
|
$298,640
0.24% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
826
shares
|
$298,640
0.12% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
825
shares
|
$298,278
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
824
shares
|
$297,917
0.11% of portfolio
|
Q3 2024
Added 14.13%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
823
shares
|
$297,555
0.13% of portfolio
|
Q4 2024
Reduced 14.63%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
821
shares
|
$296,832
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
821
shares
|
$296,832
0.09% of portfolio
|
Q1 2023
Reduced 40.03%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
821
shares
|
$296,832
0.07% of portfolio
|
Q3 2024
Reduced 14.66%
|