Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,167 institutions that hold shares in the stock, with a total of 336 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 |
|---|---|---|---|---|---|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,675
shares
|
$609,499
0.07% of portfolio
|
Q4 2024
Added 1188.46%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
1,674
shares
|
$609,135
0.15% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
1,674
shares
|
$609,135
0.12% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,670
shares
|
$607,679
0.08% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
1,668
shares
|
$606,951
0.04% of portfolio
|
Q3 2024
Reduced 30.44%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,666
shares
|
$606,224
0.05% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
1,665
shares
|
$605,860
0.36% of portfolio
|
Q2 2022
Added 6.39%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,665
shares
|
$605,860
0.02% of portfolio
|
Q3 2022
Added 5.05%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,661
shares
|
$604,404
0.22% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
1,657
shares
|
$602,949
0.3% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
1,656
shares
|
$602,585
0.29% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
1,655
shares
|
$602,221
0.13% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
1,655
shares
|
$602,221
0.04% of portfolio
|
Q3 2024
Reduced 59.9%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
1,654
shares
|
$601,857
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
1,649
shares
|
$600,038
0.48% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
1,648
shares
|
$599,674
0.31% of portfolio
|
Q4 2024
Added 24.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,644
shares
|
$598,218
0.05% of portfolio
|
Q2 2023
Added 7.17%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
1,643
shares
|
$597,854
0.38% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
1,642
shares
|
$597,490
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,642
shares
|
$597,490
0.08% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
1,642
shares
|
$597,490
0.16% of portfolio
|
Q3 2024
Added 572.95%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
1,637
shares
|
$595,671
0.2% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,635
shares
|
$594,943
0.36% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,634
shares
|
$594,579
0.04% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
1,632
shares
|
$593,852
0.07% of portfolio
|
Q4 2024
Added 15.17%
|