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 |
|---|---|---|---|---|---|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,265
shares
|
$822,693
0.1% of portfolio
|
Q4 2024
Reduced 13.35%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
2,256
shares
|
$819,424
0.06% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,247
shares
|
$816,155
0.19% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
2,242
shares
|
$814,339
0.05% of portfolio
|
Q3 2024
Added 52.83%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
2,242
shares
|
$814,339
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
2,239
shares
|
$813,249
0.09% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
2,232
shares
|
$810,707
0.58% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
2,231
shares
|
$810,343
0.08% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
2,228
shares
|
$809,254
0.26% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
2,218
shares
|
$805,621
0.07% of portfolio
|
Q4 2024
Reduced 99.72%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,217
shares
|
$805,258
0.29% of portfolio
|
Q2 2023
Added 3.02%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
2,213
shares
|
$803,805
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,212
shares
|
$803,442
0.05% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,212
shares
|
$803,442
0.12% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
2,211
shares
|
$803,079
0.08% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
2,210
shares
|
$802,716
0.07% of portfolio
|
Q1 2024
Added 34.59%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
2,206
shares
|
$801,263
0.06% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,206
shares
|
$801,263
0.17% of portfolio
|
Q3 2024
Added 139.26%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
2,202
shares
|
$799,810
0.04% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
2,201
shares
|
$799,447
0.02% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
2,199
shares
|
$798,720
0.17% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,197
shares
|
$797,994
0.16% of portfolio
|
Q4 2022
Added 8.49%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,197
shares
|
$797,994
0.14% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
2,195
shares
|
$797,267
0.19% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
2,184
shares
|
$793,272
0.07% of portfolio
|
Q3 2024
Reduced 0.59%
|