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 |
|---|---|---|---|---|---|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
4,034
shares
|
$1.39 Million
0.4% of portfolio
|
Q4 2024
Added 8.18%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,021
shares
|
$1.39 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.41%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
4,014
shares
|
$1.39 Million
0.21% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
4,012
shares
|
$1.38 Million
0.3% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Spreng Capital Management, Inc.
|
Feb 13, 2025 Q4 2024 |
4,010
shares
|
$1.38 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Viking Fund Management LLC
|
Jan 17, 2025 Q4 2024 |
4,000
shares
|
$1.38 Million
0.24% of portfolio
|
Q1 2024
Reduced 11.11%
|
|
|
K.J. Harrison & Partners Inc
|
Feb 04, 2025 Q4 2024 |
4,000
shares
|
$1.38 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Delta Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
3,999
shares
|
$1.38 Million
0.32% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
3,985
shares
|
$1.38 Million
0.81% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
3,981
shares
|
$1.37 Million
0.44% of portfolio
|
Q4 2024
Reduced 24.79%
|
|
|
Allen Wealth Management, LLC
Boone, NC |
Feb 12, 2025 Q4 2024 |
3,980
shares
|
$1.37 Million
1.03% of portfolio
|
Q4 2024
Reduced 15.68%
|
|
|
Pitcairn CO
Jenkintown, PA |
Feb 12, 2025 Q4 2024 |
3,977
shares
|
$1.37 Million
0.09% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
3,970
shares
|
$1.37 Million
0.4% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
3,966
shares
|
$1.37 Million
0.06% of portfolio
|
Q4 2024
Reduced 14.6%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
3,966
shares
|
$1.37 Million
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
3,966
shares
|
$1.37 Million
1.02% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
3,964
shares
|
$1.37 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
3,962
shares
|
$1.37 Million
0.17% of portfolio
|
Q4 2024
Added 14.24%
|
|
|
Everett Harris & CO
|
Jan 23, 2025 Q4 2024 |
3,957
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,946
shares
|
$1.36 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
3,940
shares
|
$1.36 Million
0.26% of portfolio
|
Q4 2024
Reduced 7.69%
|
|
|
Granite Investment Partners, LLC
|
Feb 13, 2025 Q4 2024 |
3,929
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
3,924
shares
|
$1.35 Million
0.1% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
3,924
shares
|
$1.35 Million
0.16% of portfolio
|
Q2 2023
Added 172.88%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
3,913
shares
|
$1.35 Million
1.06% of portfolio
|
Q4 2024
Reduced 0.91%
|