Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,167 institutions that hold shares in the stock, with a total of 336 Million shares, which have been reported (via 13F filing form) to have a value of $122 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
802
shares
|
$291,831
0.06% of portfolio
|
Q4 2024
Reduced 17.83%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
801
shares
|
$291,467
0.09% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
800
shares
|
$291,104
0.09% of portfolio
|
Q4 2023
Reduced 78.95%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2024 Q3 2024 |
800
shares
|
$291,104
0.0% of portfolio
|
Q3 2024
Reduced 89.47%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
799
shares
|
$290,740
0.15% of portfolio
|
Q4 2024
Reduced 46.88%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Oct 09, 2024 Q3 2024 |
798
shares
|
$290,376
0.33% of portfolio
|
Q3 2024
Added 20.73%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
797
shares
|
$290,012
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Symmetry Partners, LLC
|
Oct 29, 2024 Q3 2024 |
796
shares
|
$289,648
0.07% of portfolio
|
Q3 2024
Reduced 84.14%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
792
shares
|
$288,192
0.06% of portfolio
|
Q4 2024
Reduced 21.35%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
791
shares
|
$287,829
0.02% of portfolio
|
Q3 2023
Reduced 0.5%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
790
shares
|
$287,465
0.07% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
788
shares
|
$286,737
0.11% of portfolio
|
Q4 2024
Reduced 52.44%
|
|
|
Cheviot Value Management, LLC
|
Nov 14, 2024 Q3 2024 |
788
shares
|
$286,737
0.06% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
787
shares
|
$286,373
0.19% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
785
shares
|
$285,645
0.14% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
784
shares
|
$285,281
0.07% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
782
shares
|
$284,554
0.08% of portfolio
|
Q3 2024
Reduced 4.52%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
778
shares
|
$283,098
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
778
shares
|
$283,098
0.07% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Nov 13, 2024 Q3 2024 |
777
shares
|
$282,734
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
773
shares
|
$281,279
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
772
shares
|
$280,915
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
772
shares
|
$280,915
0.01% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
771
shares
|
$280,551
0.14% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
771
shares
|
$280,551
0.04% of portfolio
|
Q4 2024
Reduced 10.56%
|