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 |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,584
shares
|
$576,385
0.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
1,583
shares
|
$576,022
0.18% of portfolio
|
Q4 2024
Reduced 69.6%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
1,578
shares
|
$574,202
0.37% of portfolio
|
Q4 2024
Reduced 22.11%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
1,577
shares
|
$573,838
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
1,573
shares
|
$572,383
0.02% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
1,572
shares
|
$572,019
0.06% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
1,572
shares
|
$572,019
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,570
shares
|
$571,291
0.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
1,570
shares
|
$571,291
0.13% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
1,569
shares
|
$570,927
0.09% of portfolio
|
Q2 2021
Added 2.75%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
1,565
shares
|
$569,472
0.12% of portfolio
|
Q4 2024
Added 71.98%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
1,565
shares
|
$569,472
0.1% of portfolio
|
Q4 2024
Added 46.95%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
1,560
shares
|
$567,652
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,558
shares
|
$566,925
0.1% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Feb 07, 2025 Q4 2024 |
1,557
shares
|
$566,561
0.07% of portfolio
|
Q4 2024
Added 40.65%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
1,557
shares
|
$566,561
0.15% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
1,550
shares
|
$564,014
0.28% of portfolio
|
Q2 2023
Reduced 0.83%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,550
shares
|
$564,014
0.05% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
1,550
shares
|
$564,014
0.12% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
1,548
shares
|
$563,286
0.3% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Sam Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,540
shares
|
$560,375
0.2% of portfolio
|
Q1 2022
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
1,534
shares
|
$558,191
0.3% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
1,533
shares
|
$557,828
0.18% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jan 27, 2025 Q4 2024 |
1,533
shares
|
$557,828
0.08% of portfolio
|
Q4 2024
Reduced 93.62%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
1,533
shares
|
$557,828
0.24% of portfolio
|
Q3 2024
Added 0.13%
|