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 |
|---|---|---|---|---|---|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,180
shares
|
$1.16 Million
0.28% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
3,171
shares
|
$1.15 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,160
shares
|
$1.15 Million
0.57% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,158
shares
|
$1.15 Million
0.13% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
3,157
shares
|
$1.15 Million
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,154
shares
|
$1.15 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,142
shares
|
$1.14 Million
0.41% of portfolio
|
Q1 2024
Reduced 6.26%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
3,141
shares
|
$1.14 Million
0.09% of portfolio
|
Q3 2024
Reduced 12.16%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
3,138
shares
|
$1.14 Million
0.33% of portfolio
|
Q4 2024
Reduced 19.58%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
3,136
shares
|
$1.14 Million
0.95% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
3,134
shares
|
$1.14 Million
0.84% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,131
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
3,121
shares
|
$1.13 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,115
shares
|
$1.13 Million
0.13% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
3,110
shares
|
$1.13 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,107
shares
|
$1.13 Million
0.42% of portfolio
|
Q3 2023
Added 1.34%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
3,104
shares
|
$1.13 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
3,102
shares
|
$1.13 Million
0.07% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
3,097
shares
|
$1.12 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
Feb 10, 2025 Q4 2024 |
3,082
shares
|
$1.12 Million
0.65% of portfolio
|
Q4 2024
Reduced 21.72%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,075
shares
|
$1.12 Million
0.25% of portfolio
|
Q1 2024
Reduced 2.38%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
3,074
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.05%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,063
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Reduced 86.37%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Jan 14, 2025 Q4 2024 |
3,056
shares
|
$1.11 Million
0.6% of portfolio
|
Q4 2024
Added 24.03%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
3,053
shares
|
$1.11 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.21%
|