Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,276 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 |
|---|---|---|---|---|---|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
37
shares
|
$13,061
0.01% of portfolio
|
Q2 2024
Added 23.33%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
37
shares
|
$13,061
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
35
shares
|
$12,355
0.0% of portfolio
|
Q2 2024
Added 250.0%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Feb 03, 2025 Q4 2024 |
35
shares
|
$12,355
0.01% of portfolio
|
Q4 2024
Reduced 82.5%
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
34
shares
|
$12,002
0.0% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Feb 12, 2025 Q4 2024 |
33
shares
|
$11,649
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
32
shares
|
$11,296
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
30
shares
|
$10,590
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Feb 13, 2025 Q4 2024 |
30
shares
|
$10,590
0.0% of portfolio
|
Q4 2024
Reduced 99.44%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
26
shares
|
$9,178
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
25
shares
|
$8,825
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Feb 13, 2025 Q4 2024 |
25
shares
|
$8,825
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
22
shares
|
$7,766
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
20
shares
|
$7,060
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
17
shares
|
$6,001
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
17
shares
|
$6,001
0.0% of portfolio
|
Q4 2023
Added 54.55%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
16
shares
|
$5,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jan 30, 2025 Q4 2024 |
15
shares
|
$5,295
0.24% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
15
shares
|
$5,295
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
15
shares
|
$5,295
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
14
shares
|
$4,942
0.0% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Feb 10, 2025 Q4 2024 |
13
shares
|
$4,589
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
11
shares
|
$3,883
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
10
shares
|
$3,530
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Altshuler Shaham LTD
|
Feb 13, 2025 Q4 2024 |
10
shares
|
$3,530
0.0% of portfolio
|
Q4 2024
Reduced 99.78%
|