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 |
|---|---|---|---|---|---|
|
Abc Arbitrage Sa
Paris, I0 |
Jan 30, 2025 Q4 2024 |
2,747
shares
|
$997,765
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
2,746
shares
|
$997,402
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,745
shares
|
$997,038
0.09% of portfolio
|
Q4 2023
Reduced 9.11%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,743
shares
|
$996,312
0.06% of portfolio
|
Q2 2023
Reduced 9.86%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,743
shares
|
$996,312
0.06% of portfolio
|
Q2 2023
Reduced 9.86%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
2,738
shares
|
$994,496
0.23% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
2,732
shares
|
$992,317
0.04% of portfolio
|
Q4 2024
Reduced 35.2%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
2,728
shares
|
$990,864
0.05% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
2,728
shares
|
$990,864
0.09% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
2,726
shares
|
$990,137
0.09% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
2,725
shares
|
$989,774
0.99% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
2,724
shares
|
$989,411
0.13% of portfolio
|
Q3 2024
Reduced 36.94%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
2,715
shares
|
$986,142
0.18% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,715
shares
|
$986,142
0.36% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,712
shares
|
$985,052
0.04% of portfolio
|
Q4 2022
Added 1.57%
|
|
|
Puzo Michael J
|
Nov 12, 2024 Q3 2024 |
2,710
shares
|
$984,326
0.28% of portfolio
|
Q2 2024
Reduced 13.97%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
2,709
shares
|
$983,962
0.11% of portfolio
|
Q4 2024
Reduced 12.05%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
2,708
shares
|
$983,599
0.68% of portfolio
|
Q4 2024
Added 79.58%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
2,702
shares
|
$981,420
0.32% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
2,701
shares
|
$981,057
0.3% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jan 31, 2025 Q4 2024 |
2,700
shares
|
$980,694
0.13% of portfolio
|
Q4 2022
Reduced 79.76%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
2,694
shares
|
$978,514
0.07% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
Jan 24, 2025 Q4 2024 |
2,694
shares
|
$978,514
0.53% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,689
shares
|
$976,698
0.03% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,681
shares
|
$973,792
0.04% of portfolio
|
Q4 2024
Reduced 3.98%
|