Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,291 institutions that hold shares in the stock, with a total of 342 Million shares, which have been reported (via 13F filing form) to have a value of $113 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
12,300
shares
|
$4.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 19.08%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
12,291
shares
|
$4.05 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
12,267
shares
|
$4.05 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
12,220
shares
|
$4.03 Million
0.87% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
12,206
shares
|
$4.03 Million
1.38% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
12,082
shares
|
$3.98 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Modus Advisors, LLC
|
Apr 01, 2025 Q1 2025 |
12,077
shares
|
$3.98 Million
1.36% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
12,030
shares
|
$3.97 Million
0.22% of portfolio
|
Q4 2024
Added 10.22%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
11,976
shares
|
$3.95 Million
0.37% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
New Hampshire Trust
Concord, NH |
Apr 08, 2025 Q1 2025 |
11,962
shares
|
$3.95 Million
0.9% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
11,958
shares
|
$3.94 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
11,956
shares
|
$3.94 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
11,927
shares
|
$3.93 Million
0.35% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
11,916
shares
|
$3.93 Million
0.15% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
11,886
shares
|
$3.92 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
11,836
shares
|
$3.9 Million
2.46% of portfolio
|
Q4 2024
Added 44.46%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
11,823
shares
|
$3.9 Million
0.55% of portfolio
|
Q1 2025
Reduced 14.75%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
11,691
shares
|
$3.86 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,667
shares
|
$3.85 Million
0.01% of portfolio
|
Q4 2024
Added 153.08%
|
|
|
Regency Capital Management Inc.\De
|
Jan 21, 2025 Q4 2024 |
11,656
shares
|
$3.84 Million
2.48% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
11,636
shares
|
$3.84 Million
0.24% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
11,623
shares
|
$3.83 Million
0.08% of portfolio
|
Q4 2024
Added 43.87%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
11,620
shares
|
$3.83 Million
0.35% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Argyle Capital Management Inc.
|
Feb 05, 2025 Q4 2024 |
11,559
shares
|
$3.81 Million
1.68% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,556
shares
|
$3.81 Million
0.03% of portfolio
|
Q3 2024
Reduced 42.22%
|