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 |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,365
shares
|
$496,696
0.07% of portfolio
|
Q4 2024
Added 89.58%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
1,365
shares
|
$496,696
0.2% of portfolio
|
Q4 2024
Reduced 33.28%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
1,363
shares
|
$495,968
0.09% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
1,360
shares
|
$494,876
0.06% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,358
shares
|
$494,149
0.13% of portfolio
|
Q4 2024
Added 14.89%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,355
shares
|
$493,057
0.53% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Feb 07, 2025 Q4 2024 |
1,355
shares
|
$493,057
0.28% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
1,354
shares
|
$492,693
0.09% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
1,352
shares
|
$491,965
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
1,350
shares
|
$491,238
0.35% of portfolio
|
Q1 2024
Reduced 3.57%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,350
shares
|
$491,238
0.04% of portfolio
|
Q4 2023
Reduced 7.91%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,350
shares
|
$491,238
0.21% of portfolio
|
Q3 2024
Added 49.01%
|
|
|
Thomas Story & Son LLC
Culver, IN |
Jan 28, 2025 Q4 2024 |
1,350
shares
|
$491,238
0.21% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
1,348
shares
|
$490,510
0.16% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
1,348
shares
|
$490,510
0.04% of portfolio
|
Q3 2024
Reduced 36.53%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
1,347
shares
|
$490,146
0.19% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
1,344
shares
|
$489,054
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 28, 2025 Q4 2024 |
1,344
shares
|
$489,054
0.06% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
1,342
shares
|
$488,326
0.07% of portfolio
|
Q4 2024
Reduced 23.49%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
1,341
shares
|
$487,963
0.08% of portfolio
|
Q2 2022
Reduced 2.19%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
1,336
shares
|
$486,143
0.14% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,336
shares
|
$486,143
0.09% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
1,335
shares
|
$485,779
0.1% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,334
shares
|
$485,415
0.03% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
1,333
shares
|
$485,052
0.02% of portfolio
|
Q3 2024
Added 0.98%
|