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 |
|---|---|---|---|---|---|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,629
shares
|
$592,760
0.14% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
1,629
shares
|
$592,760
0.06% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Oct 18, 2024 Q3 2024 |
1,615
shares
|
$587,666
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
1,614
shares
|
$587,302
0.19% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
1,611
shares
|
$586,210
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
1,609
shares
|
$585,482
0.09% of portfolio
|
Q4 2024
Added 154.99%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,609
shares
|
$585,482
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
1,606
shares
|
$584,391
0.2% of portfolio
|
Q2 2020
New holding
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
1,604
shares
|
$583,663
0.4% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,603
shares
|
$583,299
0.42% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2025 Q4 2024 |
1,600
shares
|
$582,208
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
1,600
shares
|
$582,208
0.34% of portfolio
|
Q4 2021
New holding
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
Nov 14, 2024 Q3 2024 |
1,600
shares
|
$582,208
0.16% of portfolio
|
Q4 2020
Reduced 38.46%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
1,600
shares
|
$582,208
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 14, 2025 Q4 2024 |
1,600
shares
|
$582,208
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
1,598
shares
|
$581,480
0.04% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
1,597
shares
|
$581,116
0.09% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
1,595
shares
|
$580,388
0.1% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
1,592
shares
|
$579,296
0.47% of portfolio
|
Q4 2024
Reduced 15.63%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
1,590
shares
|
$578,569
0.07% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
1,588
shares
|
$577,841
0.03% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
1,588
shares
|
$577,841
0.02% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
1,586
shares
|
$577,113
0.03% of portfolio
|
Q4 2023
Reduced 16.7%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
1,585
shares
|
$576,749
0.23% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
1,585
shares
|
$576,749
0.13% of portfolio
|
Q4 2024
Reduced 5.32%
|