Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,265 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 $120 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
101
shares
|
$35,754
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
100
shares
|
$35,400
0.0% of portfolio
|
Q4 2024
Added 334.78%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
100
shares
|
$35,400
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Nov 15, 2024 Q3 2024 |
100
shares
|
$35,400
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
100
shares
|
$35,400
0.07% of portfolio
|
Q4 2024
Reduced 84.1%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
100
shares
|
$35,400
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
99
shares
|
$35,046
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
99
shares
|
$35,046
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
99
shares
|
$35,046
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
97
shares
|
$34,338
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
96
shares
|
$33,984
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
95
shares
|
$33,630
0.01% of portfolio
|
Q4 2024
Reduced 12.04%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
92
shares
|
$32,568
0.01% of portfolio
|
Q4 2024
Added 21.05%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
91
shares
|
$32,214
0.0% of portfolio
|
Q4 2024
Reduced 43.83%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Feb 18, 2025 Q4 2024 |
91
shares
|
$32,214
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Db Fitzpatrick & Co, Inc
|
Jan 15, 2025 Q4 2024 |
88
shares
|
$31,152
0.03% of portfolio
|
Q1 2023
Reduced 47.62%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
86
shares
|
$30,444
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
83
shares
|
$29,382
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
80
shares
|
$28,320
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
75
shares
|
$26,550
0.01% of portfolio
|
Q2 2024
Reduced 51.61%
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
75
shares
|
$26,550
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
75
shares
|
$26,550
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
74
shares
|
$26,196
0.01% of portfolio
|
Q4 2022
Reduced 21.28%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
74
shares
|
$26,196
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
74
shares
|
$26,196
0.02% of portfolio
|
Q4 2024
Added 12.12%
|