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 |
|---|---|---|---|---|---|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jan 31, 2025 Q4 2024 |
1,469
shares
|
$534,539
0.1% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
1,468
shares
|
$534,175
0.17% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Oct 18, 2024 Q3 2024 |
1,467
shares
|
$533,811
0.32% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
1,466
shares
|
$533,448
0.43% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
1,465
shares
|
$533,084
0.34% of portfolio
|
Q4 2023
New holding
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
1,463
shares
|
$532,356
0.09% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Caas Capital Management LP
New York, NY |
Jan 24, 2025 Q4 2024 |
1,460
shares
|
$531,264
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
1,458
shares
|
$530,537
0.05% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
1,458
shares
|
$530,537
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
1,453
shares
|
$528,717
0.02% of portfolio
|
Q3 2024
Added 34.55%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
1,450
shares
|
$527,626
0.15% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
1,450
shares
|
$527,626
0.12% of portfolio
|
Q1 2024
Reduced 12.12%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
1,446
shares
|
$526,170
0.06% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
1,443
shares
|
$525,078
0.05% of portfolio
|
Q2 2024
Reduced 12.7%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
1,443
shares
|
$525,078
0.2% of portfolio
|
Q2 2022
Reduced 33.53%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
1,443
shares
|
$525,078
0.21% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,440
shares
|
$523,987
0.14% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
South Street Advisors LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
1,440
shares
|
$523,987
0.09% of portfolio
|
Q3 2023
Added 19.01%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
1,440
shares
|
$523,987
0.42% of portfolio
|
Q2 2024
Added 6.27%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
1,438
shares
|
$523,259
0.07% of portfolio
|
Q1 2023
Reduced 42.55%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,435
shares
|
$522,167
0.25% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,433
shares
|
$521,440
0.31% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
1,433
shares
|
$521,440
0.11% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,432
shares
|
$521,076
0.08% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,432
shares
|
$521,076
0.22% of portfolio
|
Q1 2023
Added 0.35%
|