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 |
|---|---|---|---|---|---|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
2,527
shares
|
$917,856
0.47% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,526
shares
|
$917,493
0.48% of portfolio
|
Q3 2024
Added 8.37%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
2,517
shares
|
$914,224
0.25% of portfolio
|
Q4 2024
Reduced 11.62%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
2,511
shares
|
$912,045
0.76% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
2,505
shares
|
$909,866
0.12% of portfolio
|
Q3 2024
Added 32.19%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,502
shares
|
$908,776
0.27% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Kercheville Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,500
shares
|
$908,050
0.35% of portfolio
|
Q4 2022
Reduced 21.88%
|
|
|
Sippican Capital Advisors
|
Jan 23, 2025 Q4 2024 |
2,500
shares
|
$908,050
0.72% of portfolio
|
Q2 2022
Reduced 10.71%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Feb 11, 2025 Q4 2024 |
2,500
shares
|
$908,050
0.73% of portfolio
|
Q2 2024
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
2,500
shares
|
$908,050
0.79% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,492
shares
|
$905,144
0.29% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,485
shares
|
$902,601
0.8% of portfolio
|
Q2 2024
Added 14.52%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
2,485
shares
|
$902,601
0.71% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
2,485
shares
|
$902,601
0.42% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,478
shares
|
$900,059
0.09% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
2,477
shares
|
$899,695
0.38% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,473
shares
|
$898,243
0.27% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
2,473
shares
|
$898,243
0.03% of portfolio
|
Q4 2024
Added 17.2%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
2,468
shares
|
$896,426
0.03% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
2,467
shares
|
$896,063
0.56% of portfolio
|
Q1 2024
Added 9.64%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
2,453
shares
|
$890,978
0.86% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
2,445
shares
|
$888,072
0.64% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
2,444
shares
|
$887,709
0.02% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,442
shares
|
$886,983
0.14% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
2,440
shares
|
$886,256
0.19% of portfolio
|
Q3 2024
Added 7.77%
|