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 |
|---|---|---|---|---|---|
|
Saybrook Capital
|
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$726,440
0.2% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$726,440
0.29% of portfolio
|
Q3 2019
Reduced 37.81%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
1,998
shares
|
$725,713
0.02% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
1,996
shares
|
$724,987
0.21% of portfolio
|
Q4 2022
Reduced 3.11%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
1,992
shares
|
$723,534
0.05% of portfolio
|
Q4 2024
Added 36.72%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,991
shares
|
$723,171
0.04% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
1,990
shares
|
$722,807
0.24% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
1,988
shares
|
$722,081
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
1,985
shares
|
$720,991
0.0% of portfolio
|
Q3 2024
Reduced 31.43%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 07, 2024 Q3 2024 |
1,985
shares
|
$720,991
0.16% of portfolio
|
Q3 2024
Reduced 21.61%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,984
shares
|
$720,628
0.39% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
1,982
shares
|
$719,902
0.05% of portfolio
|
Q4 2024
Added 16.79%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
1,979
shares
|
$718,812
0.06% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,978
shares
|
$718,449
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
1,977
shares
|
$718,085
0.28% of portfolio
|
Q2 2024
Reduced 15.3%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
1,974
shares
|
$716,996
0.1% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
1,974
shares
|
$716,996
0.09% of portfolio
|
Q4 2024
Added 20.37%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
1,973
shares
|
$716,633
0.07% of portfolio
|
Q4 2024
Added 33.94%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
1,963
shares
|
$713,000
0.22% of portfolio
|
Q4 2024
Added 22.53%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
1,957
shares
|
$710,821
0.25% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
1,957
shares
|
$710,821
0.25% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
1,944
shares
|
$706,099
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
1,943
shares
|
$705,736
0.03% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,942
shares
|
$705,373
0.11% of portfolio
|
Q3 2024
Reduced 30.49%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,941
shares
|
$705,010
0.27% of portfolio
|
Q3 2024
Added 0.05%
|