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 |
|---|---|---|---|---|---|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
159
shares
|
$62,523
0.01% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
157
shares
|
$61,737
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
153
shares
|
$60,164
0.03% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
151
shares
|
$59,377
0.02% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
148
shares
|
$58,198
0.0% of portfolio
|
Q2 2024
Reduced 22.11%
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
146
shares
|
$57,411
0.02% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
145
shares
|
$57,018
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
145
shares
|
$57,018
0.02% of portfolio
|
Q3 2024
Added 17.89%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
144
shares
|
$56,625
0.01% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
140
shares
|
$55,052
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
139
shares
|
$54,658
0.03% of portfolio
|
Q4 2024
Reduced 55.45%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
138
shares
|
$54,265
0.04% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
137
shares
|
$53,872
0.01% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
136
shares
|
$53,479
0.01% of portfolio
|
Q2 2023
Reduced 42.37%
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
132
shares
|
$51,906
0.03% of portfolio
|
Q4 2021
Added 153.85%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
130
shares
|
$51,119
0.02% of portfolio
|
Q2 2022
Reduced 51.13%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
130
shares
|
$51,119
0.01% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
127
shares
|
$49,940
0.02% of portfolio
|
Q1 2022
Reduced 45.96%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jan 24, 2025 Q4 2024 |
126
shares
|
$49,546
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
125
shares
|
$49,153
0.01% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
121
shares
|
$47,580
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
116
shares
|
$45,614
0.05% of portfolio
|
Q3 2023
Added 0.87%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
115
shares
|
$45,221
0.02% of portfolio
|
Q4 2024
Added 130.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
113
shares
|
$44,434
0.01% of portfolio
|
Q2 2024
Added 1.8%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
112
shares
|
$44,041
0.0% of portfolio
|
Q3 2024
Reduced 88.65%
|