Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,298 institutions that hold shares in the stock, with a total of 339 Million shares, which have been reported (via 13F filing form) to have a value of $114 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
741
shares
|
$249,161
0.01% of portfolio
|
Q4 2024
Reduced 13.23%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
741
shares
|
$249,161
0.07% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
741
shares
|
$249,161
0.16% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Feb 13, 2025 Q4 2024 |
740
shares
|
$248,825
0.07% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
738
shares
|
$248,152
0.03% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
738
shares
|
$248,152
0.12% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
736
shares
|
$247,480
0.07% of portfolio
|
Q3 2024
Reduced 21.45%
|
|
|
Dorsey Wright & Associates
|
Feb 12, 2025 Q4 2024 |
736
shares
|
$247,480
0.07% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
735
shares
|
$247,143
0.13% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Cheviot Value Management, LLC
|
Feb 14, 2025 Q4 2024 |
733
shares
|
$246,471
0.05% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Feb 03, 2025 Q4 2024 |
733
shares
|
$246,471
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Feb 14, 2025 Q4 2024 |
732
shares
|
$246,135
0.16% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
732
shares
|
$246,135
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
731
shares
|
$245,798
0.12% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
730
shares
|
$245,462
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
730
shares
|
$245,462
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
728
shares
|
$244,790
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Clare Market Investments LLC
Dallas, TX |
Feb 07, 2025 Q4 2024 |
728
shares
|
$244,790
0.06% of portfolio
|
Q2 2024
Added 24.86%
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
727
shares
|
$244,453
0.09% of portfolio
|
Q3 2024
Reduced 22.16%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
727
shares
|
$244,453
0.05% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
726
shares
|
$244,117
0.1% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
725
shares
|
$243,781
0.09% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Feb 13, 2025 Q4 2024 |
720
shares
|
$242,100
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
720
shares
|
$242,100
0.33% of portfolio
|
Q4 2024
Reduced 56.18%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
719
shares
|
$241,763
0.73% of portfolio
|
Q3 2024
Reduced 5.64%
|