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 |
|---|---|---|---|---|---|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
3,044
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Mechanics Financial Corp
|
Nov 06, 2024 Q3 2024 |
3,031
shares
|
$1.1 Million
0.52% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jan 07, 2025 Q4 2024 |
3,025
shares
|
$1.1 Million
0.61% of portfolio
|
Q4 2024
Reduced 28.23%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
3,024
shares
|
$1.1 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
3,011
shares
|
$1.09 Million
1.11% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
Uncommon Cents Investing LLC
|
Jan 16, 2025 Q4 2024 |
3,010
shares
|
$1.09 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
3,007
shares
|
$1.09 Million
0.48% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
3,005
shares
|
$1.09 Million
0.67% of portfolio
|
Q3 2023
Reduced 67.49%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
3,002
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
3,002
shares
|
$1.09 Million
0.31% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Jan 30, 2025 Q4 2024 |
3,000
shares
|
$1.09 Million
0.33% of portfolio
|
Q2 2019
Reduced 50.0%
|
|
|
Birinyi Associates Inc
|
Feb 04, 2025 Q4 2024 |
3,000
shares
|
$1.09 Million
0.3% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
3,000
shares
|
$1.09 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
2,995
shares
|
$1.09 Million
0.0% of portfolio
|
Q4 2024
Added 13.23%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
2,994
shares
|
$1.09 Million
0.08% of portfolio
|
Q3 2024
Reduced 15.35%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
2,984
shares
|
$1.08 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Shepherd Wealth Management LTD Liability CO
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
2,981
shares
|
$1.08 Million
1.06% of portfolio
|
Q4 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
2,979
shares
|
$1.08 Million
0.26% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
Jan 31, 2025 Q4 2024 |
2,978
shares
|
$1.08 Million
0.51% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
2,978
shares
|
$1.08 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
2,973
shares
|
$1.08 Million
0.02% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
2,969
shares
|
$1.08 Million
0.35% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
2,966
shares
|
$1.08 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Nov 14, 2024 Q3 2024 |
2,965
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Cmg Global Holdings, LLC
|
Jan 23, 2025 Q4 2024 |
2,963
shares
|
$1.08 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.17%
|