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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
2,668
shares
|
$969,070
0.16% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
2,655
shares
|
$964,349
0.47% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
2,655
shares
|
$964,349
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
2,650
shares
|
$962,533
0.16% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
2,649
shares
|
$962,169
0.25% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
2,644
shares
|
$960,353
0.11% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
2,643
shares
|
$959,990
0.04% of portfolio
|
Q1 2024
Reduced 2.22%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
2,642
shares
|
$959,627
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
2,641
shares
|
$959,264
0.12% of portfolio
|
Q4 2024
Added 32.51%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
2,640
shares
|
$958,900
0.74% of portfolio
|
Q4 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
2,631
shares
|
$955,631
0.01% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
2,631
shares
|
$955,631
0.07% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
2,621
shares
|
$951,999
0.46% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
2,616
shares
|
$950,183
0.09% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,616
shares
|
$950,183
0.08% of portfolio
|
Q4 2023
Added 1.36%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
2,615
shares
|
$949,820
0.28% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,614
shares
|
$949,457
0.72% of portfolio
|
Q4 2024
Reduced 38.85%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
2,613
shares
|
$949,093
0.03% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,608
shares
|
$947,277
0.07% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
2,602
shares
|
$945,098
0.24% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Epoch Investment Partners, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
2,597
shares
|
$943,282
0.0% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
2,594
shares
|
$942,192
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
2,592
shares
|
$941,466
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
2,591
shares
|
$941,103
0.23% of portfolio
|
Q3 2024
Reduced 2.56%
|