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 |
|---|---|---|---|---|---|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2024 Q3 2024 |
73
shares
|
$25,842
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
73
shares
|
$25,842
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Belmont Capital, LLC
|
Feb 13, 2025 Q4 2024 |
70
shares
|
$24,780
0.0% of portfolio
|
Q4 2019
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
70
shares
|
$24,780
0.0% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
65
shares
|
$23,010
0.01% of portfolio
|
Q3 2023
Reduced 60.61%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Jan 21, 2025 Q4 2024 |
65
shares
|
$23,010
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
65
shares
|
$23,010
0.01% of portfolio
|
Q3 2024
Reduced 61.76%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
63
shares
|
$22,302
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
Feb 14, 2025 Q4 2024 |
61
shares
|
$21,594
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
59
shares
|
$20,886
0.01% of portfolio
|
Q4 2024
Added 126.92%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
59
shares
|
$20,886
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
59
shares
|
$20,886
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
54
shares
|
$19,116
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
51
shares
|
$18,054
0.01% of portfolio
|
Q3 2024
Reduced 88.69%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Feb 14, 2025 Q4 2024 |
50
shares
|
$17,700
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
49
shares
|
$17,346
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
46
shares
|
$16,284
0.0% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
42
shares
|
$14,868
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
40
shares
|
$14,160
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
40
shares
|
$14,160
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
40
shares
|
$14,160
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
39
shares
|
$13,806
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
39
shares
|
$13,806
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
37
shares
|
$13,098
0.0% of portfolio
|
Q4 2023
Reduced 44.78%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
37
shares
|
$13,098
0.01% of portfolio
|
Q2 2024
Added 23.33%
|