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 |
|---|---|---|---|---|---|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
1,935
shares
|
$702,830
0.04% of portfolio
|
Q4 2024
Reduced 87.56%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,933
shares
|
$702,104
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mizuho Securities Co. Ltd.
|
Nov 05, 2024 Q3 2024 |
1,930
shares
|
$701,014
1.95% of portfolio
|
Q3 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
1,927
shares
|
$699,924
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
1,925
shares
|
$699,198
0.01% of portfolio
|
Q4 2024
Added 10.06%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,924
shares
|
$698,835
0.13% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,921
shares
|
$697,745
0.13% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
1,921
shares
|
$697,745
0.29% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
1,919
shares
|
$697,019
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
1,916
shares
|
$695,929
0.17% of portfolio
|
Q4 2023
Added 2.02%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
1,915
shares
|
$695,566
0.39% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
1,909
shares
|
$693,386
0.44% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,907
shares
|
$692,660
0.24% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
1,900
shares
|
$690,118
0.1% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
1,900
shares
|
$690,118
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
1,897
shares
|
$689,028
0.04% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
1,897
shares
|
$689,028
0.28% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,893
shares
|
$687,575
0.11% of portfolio
|
Q4 2024
Added 80.63%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
1,888
shares
|
$685,759
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,883
shares
|
$683,943
0.36% of portfolio
|
Q3 2024
Reduced 26.87%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
1,878
shares
|
$682,127
0.08% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
1,876
shares
|
$681,400
0.1% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
1,870
shares
|
$679,221
0.15% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,864
shares
|
$677,042
0.05% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
1,855
shares
|
$673,773
0.12% of portfolio
|
Q4 2024
New holding
|