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 |
|---|---|---|---|---|---|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
1,790
shares
|
$650,163
0.37% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
1,787
shares
|
$649,074
0.29% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
1,786
shares
|
$648,710
0.32% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,785
shares
|
$648,347
0.44% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
1,784
shares
|
$647,984
0.13% of portfolio
|
Q2 2022
Reduced 93.39%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
1,783
shares
|
$647,621
0.2% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
1,782
shares
|
$647,258
0.21% of portfolio
|
Q3 2023
Reduced 14.66%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
1,782
shares
|
$647,258
0.22% of portfolio
|
Q3 2024
Added 48.5%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
1,779
shares
|
$646,168
0.5% of portfolio
|
Q1 2024
Added 1.14%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
1,775
shares
|
$644,715
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
1,771
shares
|
$643,262
0.2% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,770
shares
|
$642,899
0.01% of portfolio
|
Q2 2023
Added 0.8%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Jan 21, 2025 Q4 2024 |
1,769
shares
|
$642,536
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
1,761
shares
|
$639,630
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,751
shares
|
$635,998
0.06% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
1,749
shares
|
$635,271
0.16% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
1,747
shares
|
$634,545
0.02% of portfolio
|
Q3 2024
Added 99.43%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
1,745
shares
|
$633,818
0.06% of portfolio
|
Q4 2024
Added 47.01%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
1,744
shares
|
$633,455
0.09% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
1,740
shares
|
$632,002
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
1,734
shares
|
$629,823
0.07% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
1,733
shares
|
$629,460
0.08% of portfolio
|
Q4 2024
Added 196.75%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
1,732
shares
|
$629,097
0.03% of portfolio
|
Q4 2024
Added 102.34%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
1,726
shares
|
$626,917
0.32% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
1,720
shares
|
$624,738
0.15% of portfolio
|
Q4 2024
Reduced 0.58%
|