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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
3,708
shares
|
$1.28 Million
0.13% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
3,701
shares
|
$1.28 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,689
shares
|
$1.27 Million
0.24% of portfolio
|
Q3 2023
Reduced 20.44%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
3,689
shares
|
$1.27 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Cypress Capital Group
|
Feb 06, 2025 Q4 2024 |
3,684
shares
|
$1.27 Million
0.17% of portfolio
|
Q4 2024
Reduced 19.44%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
3,682
shares
|
$1.27 Million
0.09% of portfolio
|
Q4 2024
Added 22.98%
|
|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
3,667
shares
|
$1.27 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
3,667
shares
|
$1.27 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Loomis Sayles & CO L P
|
Feb 12, 2025 Q4 2024 |
3,665
shares
|
$1.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
3,665
shares
|
$1.27 Million
0.66% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
3,664
shares
|
$1.26 Million
0.05% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
3,662
shares
|
$1.26 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
3,661
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
3,660
shares
|
$1.26 Million
0.12% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
3,652
shares
|
$1.26 Million
0.13% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
3,643
shares
|
$1.26 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.57%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
3,641
shares
|
$1.26 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Feb 12, 2025 Q4 2024 |
3,640
shares
|
$1.26 Million
0.19% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
3,635
shares
|
$1.25 Million
0.64% of portfolio
|
Q2 2024
Added 5.15%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
3,632
shares
|
$1.25 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
3,627
shares
|
$1.25 Million
0.1% of portfolio
|
Q4 2024
Added 7.66%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jan 17, 2025 Q4 2024 |
3,627
shares
|
$1.25 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
3,626
shares
|
$1.25 Million
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
3,625
shares
|
$1.25 Million
0.21% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
3,622
shares
|
$1.25 Million
0.16% of portfolio
|
Q4 2024
Reduced 12.76%
|