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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,533
shares
|
$557,828
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,532
shares
|
$557,464
0.1% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
1,530
shares
|
$556,736
0.32% of portfolio
|
Q2 2024
Added 6.99%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
1,528
shares
|
$556,008
0.36% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
1,527
shares
|
$555,644
0.08% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
1,523
shares
|
$554,189
0.04% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
1,520
shares
|
$553,097
0.27% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
1,518
shares
|
$552,369
0.16% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
1,518
shares
|
$552,369
0.16% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,517
shares
|
$552,005
0.09% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
1,510
shares
|
$549,458
0.22% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
1,507
shares
|
$548,367
0.16% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Chickasaw Capital Management LLC
|
Jan 07, 2025 Q4 2024 |
1,500
shares
|
$545,820
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Fractal Investments LLC
|
Jan 27, 2025 Q4 2024 |
1,500
shares
|
$545,820
0.08% of portfolio
|
Q4 2024
Added 114.29%
|
|
|
Rbo & CO LLC
St Helena, CA |
Nov 13, 2024 Q3 2024 |
1,500
shares
|
$545,820
0.11% of portfolio
|
Q3 2020
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,498
shares
|
$545,092
0.26% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
1,498
shares
|
$545,092
0.04% of portfolio
|
Q3 2024
Reduced 97.2%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
1,497
shares
|
$544,728
0.35% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,495
shares
|
$544,000
0.09% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
1,493
shares
|
$543,272
0.14% of portfolio
|
Q4 2024
Added 76.48%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
1,481
shares
|
$538,906
0.36% of portfolio
|
Q4 2024
Reduced 51.3%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
1,480
shares
|
$538,542
0.2% of portfolio
|
Q3 2023
Added 42.31%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,480
shares
|
$538,542
0.03% of portfolio
|
Q2 2021
Added 5.71%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
1,479
shares
|
$538,178
0.02% of portfolio
|
Q4 2024
Added 22.33%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
1,478
shares
|
$537,814
0.21% of portfolio
|
Q3 2024
Added 4.75%
|