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 |
|---|---|---|---|---|---|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
720
shares
|
$261,993
0.33% of portfolio
|
Q4 2024
Reduced 56.18%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
719
shares
|
$261,629
0.73% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
717
shares
|
$260,901
0.05% of portfolio
|
Q4 2024
Reduced 27.21%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
717
shares
|
$260,901
0.15% of portfolio
|
Q4 2024
Added 36.31%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
716
shares
|
$260,538
0.04% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
715
shares
|
$260,174
0.17% of portfolio
|
Q4 2021
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
714
shares
|
$259,810
0.01% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
714
shares
|
$259,810
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
714
shares
|
$259,810
0.16% of portfolio
|
Q4 2024
Added 30.77%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
714
shares
|
$259,810
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
714
shares
|
$259,810
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
713
shares
|
$259,446
0.01% of portfolio
|
Q3 2024
Reduced 89.47%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Feb 04, 2025 Q4 2024 |
712
shares
|
$259,082
0.15% of portfolio
|
Q2 2024
Added 2.15%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
712
shares
|
$259,082
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
711
shares
|
$258,718
0.18% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Feb 07, 2025 Q4 2024 |
711
shares
|
$258,718
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
710
shares
|
$258,354
0.06% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Sageworth Trust CO
|
Jan 28, 2025 Q4 2024 |
710
shares
|
$258,354
0.02% of portfolio
|
Q3 2024
Reduced 12.78%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
710
shares
|
$258,354
0.02% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
709
shares
|
$257,990
0.02% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Geneva Partners, LLC
|
Jan 27, 2025 Q4 2024 |
707
shares
|
$257,263
0.11% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
706
shares
|
$256,899
0.01% of portfolio
|
Q1 2024
Reduced 10.06%
|
|
|
Jarislowsky, Fraser LTD
|
Nov 13, 2024 Q3 2024 |
705
shares
|
$256,535
0.0% of portfolio
|
Q1 2024
Reduced 2.28%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Feb 03, 2025 Q4 2024 |
705
shares
|
$256,535
0.03% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
703
shares
|
$255,807
0.02% of portfolio
|
Q4 2024
Added 4.46%
|