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 |
|---|---|---|---|---|---|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
644
shares
|
$216,545
0.15% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
644
shares
|
$216,545
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
641
shares
|
$215,536
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jan 14, 2025 Q4 2024 |
640
shares
|
$215,200
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
640
shares
|
$215,200
0.12% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
639
shares
|
$214,863
0.09% of portfolio
|
Q2 2024
Reduced 5.89%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
639
shares
|
$214,863
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
638
shares
|
$214,527
0.03% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Feb 14, 2025 Q4 2024 |
638
shares
|
$214,527
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
635
shares
|
$213,518
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
634
shares
|
$213,182
0.08% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
633
shares
|
$212,846
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
632
shares
|
$212,510
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
631
shares
|
$212,173
0.03% of portfolio
|
Q2 2024
Added 12.68%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
630
shares
|
$211,837
0.05% of portfolio
|
Q2 2024
Reduced 16.56%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Feb 13, 2025 Q4 2024 |
630
shares
|
$211,837
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jan 30, 2025 Q4 2024 |
629
shares
|
$211,501
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Feb 13, 2025 Q4 2024 |
629
shares
|
$211,501
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Sterling Investment Counsel, LLC
|
Jan 22, 2025 Q4 2024 |
625
shares
|
$210,156
0.15% of portfolio
|
Q4 2024
Reduced 39.9%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
625
shares
|
$210,156
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
625
shares
|
$210,156
0.03% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
625
shares
|
$210,156
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Feb 13, 2025 Q4 2024 |
624
shares
|
$209,820
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Feb 10, 2025 Q4 2024 |
621
shares
|
$208,811
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
621
shares
|
$208,811
0.13% of portfolio
|
Q3 2024
New holding
|