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 |
|---|---|---|---|---|---|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
688
shares
|
$248,746
0.06% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
688
shares
|
$248,746
0.08% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
687
shares
|
$248,384
0.15% of portfolio
|
Q2 2024
Added 4.09%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
686
shares
|
$248,023
0.01% of portfolio
|
Q4 2024
Reduced 79.58%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
685
shares
|
$247,661
0.15% of portfolio
|
Q3 2023
Added 14.17%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
684
shares
|
$247,300
0.11% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
683
shares
|
$246,938
0.05% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
683
shares
|
$246,938
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
682
shares
|
$246,577
0.05% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
682
shares
|
$246,577
0.04% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
681
shares
|
$246,215
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
680
shares
|
$245,854
0.08% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
675
shares
|
$244,046
0.11% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
673
shares
|
$243,323
0.06% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
668
shares
|
$241,515
0.08% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
667
shares
|
$241,153
0.03% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
666
shares
|
$240,792
0.05% of portfolio
|
Q2 2023
Reduced 3.76%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
665
shares
|
$240,430
0.03% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
665
shares
|
$240,430
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
664
shares
|
$240,069
0.02% of portfolio
|
Q4 2022
Added 0.61%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
663
shares
|
$239,707
0.1% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
663
shares
|
$239,707
0.14% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
663
shares
|
$239,707
0.22% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
663
shares
|
$239,707
0.15% of portfolio
|
Q4 2024
Added 15.91%
|
|
|
Omnia Family Wealth, LLC
|
Nov 06, 2024 Q3 2024 |
662
shares
|
$239,346
0.11% of portfolio
|
Q3 2024
New holding
|