Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,152 institutions that hold shares in the stock, with a total of 334 Million shares, which have been reported (via 13F filing form) to have a value of $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
1,251
shares
|
$452,799
0.25% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
1,251
shares
|
$452,799
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Nov 07, 2024 Q3 2024 |
1,250
shares
|
$452,437
0.34% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
1,246
shares
|
$450,989
0.08% of portfolio
|
Q4 2024
Reduced 14.07%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
1,244
shares
|
$450,265
0.04% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Nov 08, 2024 Q3 2024 |
1,244
shares
|
$450,265
0.15% of portfolio
|
Q2 2023
Added 20.31%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
1,242
shares
|
$449,541
0.34% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
1,241
shares
|
$449,179
0.12% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
1,240
shares
|
$448,818
0.06% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
1,237
shares
|
$447,732
0.12% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
1,236
shares
|
$447,370
0.02% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Core First Bank & Trust
Topeka, KS |
Aug 14, 2024 Q2 2024 |
1,236
shares
|
$447,370
0.28% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
1,235
shares
|
$447,008
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
1,233
shares
|
$446,284
0.03% of portfolio
|
Q3 2024
Added 11.79%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
1,233
shares
|
$446,284
0.05% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
1,231
shares
|
$445,560
0.24% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
1,231
shares
|
$445,560
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Nov 14, 2024 Q3 2024 |
1,231
shares
|
$445,560
0.5% of portfolio
|
Q1 2024
Reduced 10.86%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,231
shares
|
$445,560
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,230
shares
|
$445,198
0.19% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
1,230
shares
|
$445,198
0.06% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
1,226
shares
|
$443,750
0.04% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,223
shares
|
$442,664
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
1,223
shares
|
$442,664
0.36% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,222
shares
|
$442,302
0.03% of portfolio
|
Q3 2024
Added 161.11%
|