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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
820
shares
|
$296,471
0.16% of portfolio
|
Q1 2024
Reduced 10.87%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
819
shares
|
$296,109
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
817
shares
|
$295,386
0.06% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2024 Q3 2024 |
816
shares
|
$295,024
0.36% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
816
shares
|
$295,024
0.21% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
815
shares
|
$294,663
0.19% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
811
shares
|
$293,217
0.03% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
810
shares
|
$292,855
0.04% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
810
shares
|
$292,855
0.28% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
810
shares
|
$292,855
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
809
shares
|
$292,493
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
805
shares
|
$291,047
0.25% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
802
shares
|
$289,963
0.06% of portfolio
|
Q4 2024
Reduced 17.83%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
801
shares
|
$289,601
0.09% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
800
shares
|
$289,240
0.09% of portfolio
|
Q4 2023
Reduced 78.95%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
800
shares
|
$289,240
0.05% of portfolio
|
Q3 2024
Reduced 70.37%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
800
shares
|
$289,240
0.0% of portfolio
|
Q3 2024
Reduced 89.47%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
799
shares
|
$288,878
0.15% of portfolio
|
Q4 2024
Reduced 46.88%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
798
shares
|
$288,516
0.33% of portfolio
|
Q3 2024
Added 20.73%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
797
shares
|
$288,155
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
796
shares
|
$287,793
0.07% of portfolio
|
Q3 2024
Reduced 84.14%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
792
shares
|
$286,347
0.06% of portfolio
|
Q4 2024
Reduced 21.35%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
791
shares
|
$285,986
0.02% of portfolio
|
Q3 2023
Reduced 0.5%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
790
shares
|
$285,624
0.07% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
788
shares
|
$284,901
0.11% of portfolio
|
Q4 2024
Reduced 52.44%
|