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 |
|---|---|---|---|---|---|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
2,962
shares
|
$1.08 Million
0.53% of portfolio
|
Q3 2024
Reduced 11.9%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,961
shares
|
$1.08 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
2,961
shares
|
$1.08 Million
0.42% of portfolio
|
Q4 2024
Added 9.83%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
2,960
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2024
Added 103.3%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
2,953
shares
|
$1.07 Million
0.12% of portfolio
|
Q2 2024
Reduced 4.74%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
2,952
shares
|
$1.07 Million
0.59% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
2,951
shares
|
$1.07 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
2,947
shares
|
$1.07 Million
0.32% of portfolio
|
Q4 2024
Added 5.67%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,944
shares
|
$1.07 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
2,943
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Financial Management Network Inc
|
Jan 31, 2025 Q4 2024 |
2,941
shares
|
$1.07 Million
0.26% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
2,941
shares
|
$1.07 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
2,938
shares
|
$1.07 Million
0.18% of portfolio
|
Q2 2024
Reduced 15.06%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
2,932
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2023
Added 0.79%
|
|
|
Ironwood Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
2,924
shares
|
$1.06 Million
0.19% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Claris Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,922
shares
|
$1.06 Million
0.47% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
2,918
shares
|
$1.06 Million
0.8% of portfolio
|
Q4 2023
Reduced 12.13%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
2,915
shares
|
$1.06 Million
0.19% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
2,913
shares
|
$1.06 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
2,910
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
2,910
shares
|
$1.06 Million
0.28% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
2,908
shares
|
$1.06 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
2,904
shares
|
$1.05 Million
0.12% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Washburn Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
2,899
shares
|
$1.05 Million
0.55% of portfolio
|
Q4 2024
Added 4.96%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
2,897
shares
|
$1.05 Million
0.19% of portfolio
|
Q4 2024
Added 0.98%
|