Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,138 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $131 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
251
shares
|
$98,700
0.07% of portfolio
|
Q4 2023
Reduced 58.24%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
250
shares
|
$98,307
0.03% of portfolio
|
Q2 2024
Reduced 15.54%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
250
shares
|
$98,307
0.02% of portfolio
|
Q3 2021
Reduced 4.58%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
250
shares
|
$98,307
0.04% of portfolio
|
Q3 2023
Reduced 61.54%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
250
shares
|
$98,307
0.06% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
249
shares
|
$97,914
0.07% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
248
shares
|
$97,521
0.04% of portfolio
|
Q3 2024
Reduced 54.74%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
246
shares
|
$96,734
0.01% of portfolio
|
Q3 2023
Added 12.33%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
240
shares
|
$94,375
0.03% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
237
shares
|
$93,195
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
236
shares
|
$92,802
0.0% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
233
shares
|
$91,622
0.02% of portfolio
|
Q4 2024
Added 49.36%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
232
shares
|
$91,229
0.08% of portfolio
|
Q1 2024
Reduced 57.12%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
231
shares
|
$90,836
0.04% of portfolio
|
Q2 2024
Reduced 18.09%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
229
shares
|
$90,049
0.02% of portfolio
|
Q4 2024
Reduced 56.71%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
228
shares
|
$89,656
0.04% of portfolio
|
Q3 2023
Added 20.0%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
228
shares
|
$89,656
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
227
shares
|
$89,263
0.05% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Horrell Capital Management, Inc.
|
Oct 25, 2024 Q3 2024 |
226
shares
|
$88,869
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
224
shares
|
$88,083
0.02% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
220
shares
|
$86,510
0.04% of portfolio
|
Q2 2021
Added 1000.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
219
shares
|
$86,117
0.03% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
218
shares
|
$85,724
0.03% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
218
shares
|
$85,724
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
217
shares
|
$85,330
0.02% of portfolio
|
Q3 2021
Added 60.74%
|