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 |
|---|---|---|---|---|---|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
2,051
shares
|
$744,964
0.09% of portfolio
|
Q3 2024
Added 41.94%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
2,051
shares
|
$744,964
0.66% of portfolio
|
Q4 2023
Reduced 24.18%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
2,045
shares
|
$742,784
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,043
shares
|
$742,058
0.12% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
2,042
shares
|
$741,695
0.2% of portfolio
|
Q4 2024
Added 17.76%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
2,042
shares
|
$741,695
0.12% of portfolio
|
Q2 2024
Reduced 39.52%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,041
shares
|
$741,332
0.08% of portfolio
|
Q4 2024
Reduced 17.07%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
2,036
shares
|
$739,515
0.35% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
2,034
shares
|
$738,789
0.43% of portfolio
|
Q3 2024
Added 113.21%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
2,033
shares
|
$738,426
0.15% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
2,032
shares
|
$738,063
0.41% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
2,025
shares
|
$735,520
0.08% of portfolio
|
Q4 2024
Reduced 10.16%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
2,023
shares
|
$734,794
0.07% of portfolio
|
Q4 2024
Added 31.62%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
2,020
shares
|
$733,704
0.13% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,020
shares
|
$733,704
0.09% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
2,020
shares
|
$733,704
0.07% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
2,019
shares
|
$733,341
0.07% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
2,017
shares
|
$732,614
0.05% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
2,016
shares
|
$732,251
0.27% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
2,016
shares
|
$732,251
0.34% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Feb 05, 2025 Q4 2024 |
2,014
shares
|
$731,525
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
2,013
shares
|
$731,161
0.08% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
2,013
shares
|
$731,161
0.02% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
2,004
shares
|
$727,892
0.53% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
2,003
shares
|
$727,529
0.07% of portfolio
|
Q4 2024
Added 0.25%
|