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 |
|---|---|---|---|---|---|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
661
shares
|
$238,984
0.14% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
661
shares
|
$238,984
0.1% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Oct 30, 2024 Q3 2024 |
660
shares
|
$238,623
0.05% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
660
shares
|
$238,623
0.14% of portfolio
|
Q3 2024
Reduced 29.03%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
657
shares
|
$237,538
0.32% of portfolio
|
Q2 2024
Added 14.26%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
657
shares
|
$237,538
0.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
657
shares
|
$237,538
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
656
shares
|
$237,176
0.17% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jan 28, 2025 Q4 2024 |
655
shares
|
$236,815
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
653
shares
|
$236,092
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Nia Impact Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
651
shares
|
$235,369
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
651
shares
|
$235,369
0.03% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
651
shares
|
$235,369
0.08% of portfolio
|
Q4 2023
Reduced 0.31%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
651
shares
|
$235,369
0.13% of portfolio
|
Q2 2024
Added 13.52%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
650
shares
|
$235,007
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
650
shares
|
$235,007
0.11% of portfolio
|
Q3 2024
Added 7.08%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
650
shares
|
$235,007
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
649
shares
|
$234,645
0.26% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
648
shares
|
$234,284
0.03% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
648
shares
|
$234,284
0.13% of portfolio
|
Q1 2024
New holding
|
|
|
New Jersey Better Educational Savings Trust
|
Jan 31, 2025 Q4 2024 |
647
shares
|
$233,922
0.45% of portfolio
|
Q2 2024
Reduced 53.79%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
647
shares
|
$233,922
0.11% of portfolio
|
Q3 2024
Reduced 16.94%
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Jan 28, 2025 Q4 2024 |
647
shares
|
$233,922
0.2% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
645
shares
|
$233,199
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
645
shares
|
$233,199
0.04% of portfolio
|
Q4 2024
Added 14.56%
|