Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,179 institutions that hold shares in the stock, with a total of 335 Million shares, which have been reported (via 13F filing form) to have a value of $122 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
3,327
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
3,326
shares
|
$1.21 Million
0.18% of portfolio
|
Q4 2024
Reduced 19.93%
|
|
|
King Wealth
Saratoga Springs, NY |
Feb 10, 2025 Q4 2024 |
3,318
shares
|
$1.21 Million
0.18% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jan 14, 2025 Q4 2024 |
3,304
shares
|
$1.2 Million
0.83% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
3,299
shares
|
$1.2 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
3,291
shares
|
$1.2 Million
0.54% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
3,288
shares
|
$1.19 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,284
shares
|
$1.19 Million
0.26% of portfolio
|
Q1 2024
Reduced 0.21%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jan 22, 2025 Q4 2024 |
3,280
shares
|
$1.19 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
3,266
shares
|
$1.19 Million
0.3% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Feb 07, 2025 Q4 2024 |
3,264
shares
|
$1.19 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
3,252
shares
|
$1.18 Million
0.18% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
3,247
shares
|
$1.18 Million
0.25% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
3,246
shares
|
$1.18 Million
0.08% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
3,243
shares
|
$1.18 Million
0.03% of portfolio
|
Q4 2024
Added 31.19%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
3,241
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Added 42.09%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
3,240
shares
|
$1.18 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,236
shares
|
$1.18 Million
0.2% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
3,235
shares
|
$1.18 Million
0.2% of portfolio
|
Q1 2024
Added 2.63%
|
|
|
Auxier Asset Management
Aurora, OR |
Nov 14, 2024 Q3 2024 |
3,230
shares
|
$1.17 Million
0.19% of portfolio
|
Q4 2023
Reduced 3.0%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
3,219
shares
|
$1.17 Million
0.9% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,218
shares
|
$1.17 Million
0.83% of portfolio
|
Q3 2024
Added 127.1%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
3,210
shares
|
$1.17 Million
0.1% of portfolio
|
Q3 2024
Reduced 47.2%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
3,200
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
Reduced 49.09%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
3,191
shares
|
$1.16 Million
0.46% of portfolio
|
Q4 2024
Reduced 8.57%
|