Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,297 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 $117 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
7,060
shares
|
$2.44 Million
0.52% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
7,048
shares
|
$2.43 Million
0.05% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Bcm Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
7,043
shares
|
$2.43 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
7,004
shares
|
$2.42 Million
0.17% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
6,997
shares
|
$2.42 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
6,988
shares
|
$2.41 Million
0.32% of portfolio
|
Q4 2024
Added 14.46%
|
|
|
Forefront Wealth Management Inc.
|
Feb 11, 2025 Q4 2024 |
6,980
shares
|
$2.41 Million
2.59% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
6,979
shares
|
$2.41 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
6,978
shares
|
$2.41 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Feb 13, 2025 Q4 2024 |
6,968
shares
|
$2.41 Million
0.33% of portfolio
|
Q4 2023
Reduced 3.13%
|
|
|
Mizuho Markets Americas LLC
|
Feb 11, 2025 Q4 2024 |
6,959
shares
|
$2.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 58.54%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
6,911
shares
|
$2.39 Million
0.82% of portfolio
|
Q4 2024
Reduced 9.29%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
6,866
shares
|
$2.37 Million
0.4% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Jan 29, 2025 Q4 2024 |
6,864
shares
|
$2.37 Million
1.38% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Slagle Financial, LLC
Edwardsville, IL |
Feb 12, 2025 Q4 2024 |
6,858
shares
|
$2.37 Million
1.12% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
6,843
shares
|
$2.36 Million
0.34% of portfolio
|
Q4 2024
Reduced 17.22%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Feb 04, 2025 Q4 2024 |
6,829
shares
|
$2.36 Million
2.25% of portfolio
|
Q4 2024
New holding
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
6,800
shares
|
$2.35 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
6,799
shares
|
$2.35 Million
0.41% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Hilton Capital Management, LLC
|
Feb 10, 2025 Q4 2024 |
6,783
shares
|
$2.34 Million
0.22% of portfolio
|
Q3 2021
Reduced 12.07%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
6,753
shares
|
$2.33 Million
1.21% of portfolio
|
Q4 2024
Added 3.08%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
6,752
shares
|
$2.33 Million
0.83% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
6,745
shares
|
$2.33 Million
0.3% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
6,739
shares
|
$2.33 Million
0.07% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
6,735
shares
|
$2.32 Million
1.09% of portfolio
|
Q4 2024
Reduced 7.84%
|