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 |
|---|---|---|---|---|---|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
1,330
shares
|
$483,960
0.16% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,327
shares
|
$482,868
0.11% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
1,323
shares
|
$481,413
0.21% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,323
shares
|
$481,413
0.02% of portfolio
|
Q4 2024
Added 31.64%
|
|
|
Highview Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
1,320
shares
|
$480,321
0.19% of portfolio
|
Q4 2024
Added 29.41%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
1,319
shares
|
$479,957
0.03% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
1,316
shares
|
$478,866
0.46% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
1,314
shares
|
$478,138
0.3% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
1,312
shares
|
$477,410
0.11% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
1,312
shares
|
$477,410
0.13% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,311
shares
|
$477,046
0.02% of portfolio
|
Q3 2022
Added 4.21%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
1,310
shares
|
$476,682
0.09% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
1,309
shares
|
$476,318
0.12% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
1,306
shares
|
$475,227
0.02% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,305
shares
|
$474,863
0.16% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Schulhoff & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,305
shares
|
$474,863
0.22% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,300
shares
|
$473,044
0.09% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
1,299
shares
|
$472,680
0.24% of portfolio
|
Q1 2024
Reduced 6.61%
|
|
|
Landaas & CO
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
1,298
shares
|
$472,316
0.14% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,294
shares
|
$470,860
0.19% of portfolio
|
Q4 2024
Added 18.93%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
1,293
shares
|
$470,496
0.04% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,290
shares
|
$469,405
0.02% of portfolio
|
Q2 2023
Reduced 50.19%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
1,283
shares
|
$466,858
0.21% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
1,281
shares
|
$466,130
0.02% of portfolio
|
Q4 2024
Added 20.39%
|
|
|
Caxton Associates LP
New York, NY |
Nov 14, 2024 Q3 2024 |
1,280
shares
|
$465,766
0.02% of portfolio
|
Q3 2024
New holding
|