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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
1,429
shares
|
$519,984
0.03% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
1,415
shares
|
$514,890
0.53% of portfolio
|
Q3 2024
Reduced 31.31%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
1,411
shares
|
$513,434
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,410
shares
|
$513,070
0.41% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
1,410
shares
|
$513,070
0.13% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
1,410
shares
|
$513,070
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,408
shares
|
$512,343
0.24% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
1,403
shares
|
$510,523
0.21% of portfolio
|
Q4 2024
Added 80.8%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
1,402
shares
|
$510,159
0.14% of portfolio
|
Q4 2024
Added 128.34%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
1,400
shares
|
$509,432
0.25% of portfolio
|
Q3 2022
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,400
shares
|
$509,432
0.28% of portfolio
|
Q4 2022
Reduced 12.23%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
1,398
shares
|
$508,704
0.1% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
1,398
shares
|
$508,704
0.18% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,394
shares
|
$507,248
0.11% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
1,394
shares
|
$507,248
0.14% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
1,391
shares
|
$506,157
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
1,389
shares
|
$505,429
0.33% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,386
shares
|
$504,337
0.07% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
1,386
shares
|
$504,337
0.11% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
1,385
shares
|
$503,973
0.1% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
1,384
shares
|
$503,609
0.36% of portfolio
|
Q3 2024
Reduced 12.46%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
1,379
shares
|
$501,790
0.02% of portfolio
|
Q4 2024
Reduced 29.21%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
1,377
shares
|
$501,062
0.4% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
1,372
shares
|
$499,243
0.11% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
1,371
shares
|
$498,879
0.19% of portfolio
|
Q4 2024
Reduced 1.44%
|