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 |
|---|---|---|---|---|---|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
3,900
shares
|
$1.35 Million
1.19% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
3,891
shares
|
$1.34 Million
0.12% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
3,886
shares
|
$1.34 Million
0.21% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
3,883
shares
|
$1.34 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Northwest Quadrant Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
3,867
shares
|
$1.33 Million
0.32% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
3,867
shares
|
$1.33 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
3,852
shares
|
$1.33 Million
0.17% of portfolio
|
Q3 2024
Reduced 25.19%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Feb 13, 2025 Q4 2024 |
3,841
shares
|
$1.33 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
3,841
shares
|
$1.33 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
3,838
shares
|
$1.32 Million
0.03% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
3,836
shares
|
$1.32 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Montis Financial, LLC
|
Feb 10, 2025 Q4 2024 |
3,818
shares
|
$1.32 Million
0.43% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
3,816
shares
|
$1.32 Million
0.17% of portfolio
|
Q4 2024
Added 22.27%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,808
shares
|
$1.31 Million
0.22% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
3,808
shares
|
$1.31 Million
0.96% of portfolio
|
Q4 2024
Added 65.13%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
3,800
shares
|
$1.31 Million
0.53% of portfolio
|
Q4 2024
Reduced 10.59%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
3,795
shares
|
$1.31 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
3,793
shares
|
$1.31 Million
0.17% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
3,793
shares
|
$1.31 Million
0.29% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
Feb 14, 2025 Q4 2024 |
3,780
shares
|
$1.3 Million
0.92% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
3,747
shares
|
$1.29 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jan 22, 2025 Q4 2024 |
3,744
shares
|
$1.29 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jan 23, 2025 Q4 2024 |
3,740
shares
|
$1.29 Million
0.36% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
3,727
shares
|
$1.29 Million
0.14% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
3,713
shares
|
$1.28 Million
0.66% of portfolio
|
Q4 2024
Added 0.49%
|