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 |
|---|---|---|---|---|---|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
2,184
shares
|
$793,272
0.07% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
2,183
shares
|
$792,909
0.24% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,181
shares
|
$792,182
0.1% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,181
shares
|
$792,182
0.51% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Cercano Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
2,180
shares
|
$791,819
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,174
shares
|
$789,640
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
2,170
shares
|
$788,187
0.37% of portfolio
|
Q4 2024
Added 53.03%
|
|
|
Goepper Burkhardt LLC
|
Nov 12, 2024 Q3 2024 |
2,170
shares
|
$788,187
0.35% of portfolio
|
Q4 2023
Added 0.46%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
2,169
shares
|
$787,824
0.32% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,163
shares
|
$785,644
0.21% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
2,161
shares
|
$784,918
0.44% of portfolio
|
Q3 2024
Added 10.59%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Nov 08, 2024 Q3 2024 |
2,160
shares
|
$784,555
2.04% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
2,158
shares
|
$783,828
0.06% of portfolio
|
Q3 2024
Added 16.08%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
2,149
shares
|
$780,559
0.39% of portfolio
|
Q4 2024
Added 13.7%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
2,147
shares
|
$779,833
0.33% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
2,146
shares
|
$779,470
0.23% of portfolio
|
Q3 2024
Reduced 46.6%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
2,135
shares
|
$775,474
0.05% of portfolio
|
Q4 2023
Added 72.87%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
2,130
shares
|
$773,658
0.12% of portfolio
|
Q4 2024
Added 31.64%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
2,130
shares
|
$773,658
0.22% of portfolio
|
Q1 2024
Reduced 4.48%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
2,127
shares
|
$772,568
0.48% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
2,124
shares
|
$771,479
0.16% of portfolio
|
Q4 2024
Added 66.98%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,123
shares
|
$771,116
0.03% of portfolio
|
Q2 2024
Added 66.25%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,123
shares
|
$771,116
0.05% of portfolio
|
Q4 2024
Added 25.47%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
2,116
shares
|
$768,573
0.07% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
2,114
shares
|
$767,847
0.07% of portfolio
|
Q3 2024
Added 1.05%
|