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 |
|---|---|---|---|---|---|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
1,220
shares
|
$441,579
0.16% of portfolio
|
Q4 2024
Reduced 17.01%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
1,218
shares
|
$440,855
0.09% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Old Point Trust & Financial Services N A
|
Nov 08, 2024 Q3 2024 |
1,217
shares
|
$440,493
0.17% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
1,213
shares
|
$439,045
0.28% of portfolio
|
Q3 2024
Reduced 14.09%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
1,213
shares
|
$439,045
0.22% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
1,209
shares
|
$437,597
0.02% of portfolio
|
Q3 2024
Reduced 8.55%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
1,208
shares
|
$437,235
0.3% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
1,208
shares
|
$437,235
0.05% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
1,208
shares
|
$437,235
0.12% of portfolio
|
Q3 2024
Reduced 28.52%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
1,205
shares
|
$436,149
0.13% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,205
shares
|
$436,149
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
1,204
shares
|
$435,787
0.0% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,204
shares
|
$435,787
0.0% of portfolio
|
Q3 2024
Reduced 8.86%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
1,203
shares
|
$435,425
0.02% of portfolio
|
Q3 2024
Reduced 16.8%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
1,201
shares
|
$434,701
0.15% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,200
shares
|
$434,340
0.03% of portfolio
|
Q4 2023
Added 36.67%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,200
shares
|
$434,340
0.09% of portfolio
|
Q2 2023
Reduced 2.44%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
1,200
shares
|
$434,340
0.03% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,199
shares
|
$433,978
0.08% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
1,197
shares
|
$433,254
0.02% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
1,197
shares
|
$433,254
0.1% of portfolio
|
Q3 2024
Added 22.64%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
1,194
shares
|
$432,168
0.24% of portfolio
|
Q4 2024
Added 18.22%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
1,193
shares
|
$431,806
0.22% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
1,193
shares
|
$431,806
0.2% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,186
shares
|
$429,272
0.17% of portfolio
|
Q2 2023
Reduced 1.17%
|