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 |
|---|---|---|---|---|---|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
2,113
shares
|
$767,483
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,108
shares
|
$765,667
0.03% of portfolio
|
Q3 2022
Reduced 33.56%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
2,107
shares
|
$765,304
0.22% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
2,105
shares
|
$764,578
0.21% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
2,105
shares
|
$764,578
0.01% of portfolio
|
Q3 2024
Added 91.19%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
2,104
shares
|
$764,214
0.27% of portfolio
|
Q4 2024
Reduced 14.54%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
2,103
shares
|
$763,851
0.31% of portfolio
|
Q4 2024
Added 45.34%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
2,101
shares
|
$763,125
0.18% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
2,100
shares
|
$762,762
0.06% of portfolio
|
Q4 2022
Reduced 19.23%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,098
shares
|
$762,035
0.15% of portfolio
|
Q4 2023
Added 0.29%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,094
shares
|
$760,582
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
2,092
shares
|
$759,856
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
2,089
shares
|
$758,766
0.25% of portfolio
|
Q3 2024
Reduced 68.71%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,088
shares
|
$758,403
0.38% of portfolio
|
Q1 2024
Added 21.54%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
2,086
shares
|
$757,676
0.04% of portfolio
|
Q3 2022
Added 7.14%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,083
shares
|
$756,587
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
2,080
shares
|
$755,497
0.07% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
2,072
shares
|
$752,591
0.12% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
2,067
shares
|
$750,775
0.33% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,066
shares
|
$750,412
0.2% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Af Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
2,061
shares
|
$748,596
0.11% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,060
shares
|
$748,233
0.25% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,060
shares
|
$748,233
0.18% of portfolio
|
Q2 2022
Added 0.24%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
2,055
shares
|
$746,417
0.4% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
2,051
shares
|
$744,964
0.09% of portfolio
|
Q3 2024
Added 41.94%
|