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 |
|---|---|---|---|---|---|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
1,854
shares
|
$673,409
0.05% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
1,853
shares
|
$673,046
0.35% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
1,850
shares
|
$671,957
0.05% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Summit Global Investments
Bountiful, UT |
Oct 31, 2024 Q3 2024 |
1,843
shares
|
$669,414
0.05% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
1,834
shares
|
$666,145
0.24% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
1,832
shares
|
$665,419
0.43% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
1,831
shares
|
$665,055
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
1,829
shares
|
$664,329
0.14% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
1,828
shares
|
$663,966
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,826
shares
|
$663,239
0.05% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
1,826
shares
|
$663,239
0.25% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
1,821
shares
|
$661,423
0.33% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
1,815
shares
|
$659,244
0.33% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
1,813
shares
|
$658,517
0.07% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
1,812
shares
|
$658,154
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
1,810
shares
|
$657,428
0.21% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
1,807
shares
|
$656,338
0.16% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Mc Broom & Associates, LLC
|
Jan 29, 2025 Q4 2024 |
1,806
shares
|
$655,975
0.39% of portfolio
|
Q1 2024
Reduced 14.0%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
1,805
shares
|
$655,612
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
1,802
shares
|
$654,522
0.3% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,801
shares
|
$654,159
0.04% of portfolio
|
Q4 2023
Added 2.21%
|
|
|
Harris Associates L P
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,800
shares
|
$653,796
0.0% of portfolio
|
Q3 2023
Reduced 57.4%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
1,798
shares
|
$653,069
0.15% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,792
shares
|
$650,890
0.0% of portfolio
|
Q3 2024
Added 63.35%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
1,791
shares
|
$650,527
0.14% of portfolio
|
Q4 2024
Reduced 17.81%
|