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 |
|---|---|---|---|---|---|
|
Trust CO Of Kansas
Wichita, KS |
Jan 15, 2025 Q4 2024 |
1,185
shares
|
$428,910
0.21% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Oct 16, 2024 Q3 2024 |
1,183
shares
|
$428,186
0.27% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
1,182
shares
|
$427,824
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
1,182
shares
|
$427,824
0.07% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
1,181
shares
|
$427,462
0.25% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
1,180
shares
|
$427,101
0.19% of portfolio
|
Q1 2024
Reduced 13.81%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Oct 31, 2024 Q3 2024 |
1,179
shares
|
$426,739
0.16% of portfolio
|
Q2 2023
Reduced 4.38%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
1,175
shares
|
$425,291
0.11% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
1,170
shares
|
$423,481
0.27% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,170
shares
|
$423,481
0.18% of portfolio
|
Q1 2023
Added 5.79%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,169
shares
|
$423,119
0.07% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
1,168
shares
|
$422,757
0.01% of portfolio
|
Q4 2024
Reduced 12.97%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
1,166
shares
|
$422,033
0.31% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
1,162
shares
|
$420,585
0.03% of portfolio
|
Q3 2024
Reduced 46.03%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,162
shares
|
$420,585
0.06% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
1,160
shares
|
$419,862
0.01% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,156
shares
|
$418,414
0.09% of portfolio
|
Q4 2024
Added 40.12%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
1,155
shares
|
$418,052
0.04% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
1,155
shares
|
$418,052
0.09% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
1,154
shares
|
$417,690
0.15% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
1,150
shares
|
$416,242
0.43% of portfolio
|
Q3 2024
Reduced 14.81%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,146
shares
|
$414,794
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,146
shares
|
$414,794
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
1,145
shares
|
$414,432
0.02% of portfolio
|
Q2 2024
Reduced 37.33%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,145
shares
|
$414,432
0.08% of portfolio
|
Q1 2024
Added 1.78%
|