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 |
|---|---|---|---|---|---|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,586
shares
|
$939,286
0.16% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
2,586
shares
|
$939,286
0.08% of portfolio
|
Q3 2022
Reduced 3.25%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
2,585
shares
|
$938,923
0.28% of portfolio
|
Q1 2023
Added 1.97%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,584
shares
|
$938,560
0.08% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
2,583
shares
|
$938,197
0.16% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
2,581
shares
|
$937,470
0.68% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
2,572
shares
|
$934,201
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
2,568
shares
|
$932,748
0.05% of portfolio
|
Q2 2023
Reduced 0.47%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
2,567
shares
|
$932,385
0.32% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
2,566
shares
|
$932,022
0.14% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
2,565
shares
|
$931,659
0.06% of portfolio
|
Q4 2024
Reduced 23.2%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 16, 2024 Q3 2024 |
2,563
shares
|
$930,932
0.37% of portfolio
|
Q2 2023
Added 1.99%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
2,559
shares
|
$929,479
0.18% of portfolio
|
Q3 2024
Reduced 15.96%
|
|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
2,554
shares
|
$927,663
0.07% of portfolio
|
Q4 2024
Added 30.04%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
2,554
shares
|
$927,663
0.36% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
2,552
shares
|
$926,937
0.1% of portfolio
|
Q4 2024
Added 26.02%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
2,551
shares
|
$926,574
0.16% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
2,551
shares
|
$926,574
0.14% of portfolio
|
Q3 2024
Reduced 1.01%
|
|
|
Cortland Associates Inc
|
Jan 23, 2025 Q4 2024 |
2,546
shares
|
$924,758
0.12% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
2,545
shares
|
$924,394
0.64% of portfolio
|
Q4 2024
Reduced 19.08%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
2,543
shares
|
$923,668
0.05% of portfolio
|
Q4 2024
Reduced 14.66%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
2,540
shares
|
$922,578
0.6% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
2,538
shares
|
$921,852
0.08% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
2,536
shares
|
$921,125
0.34% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,535
shares
|
$920,762
0.36% of portfolio
|
Q3 2024
Added 4.75%
|