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 |
|---|---|---|---|---|---|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
1,144
shares
|
$414,070
0.19% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Winslow Asset Management Inc
|
Nov 04, 2024 Q3 2024 |
1,140
shares
|
$412,623
0.08% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
1,139
shares
|
$412,261
0.05% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Nov 14, 2024 Q3 2024 |
1,139
shares
|
$412,261
0.25% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
1,138
shares
|
$411,899
0.03% of portfolio
|
Q3 2024
Added 19.41%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
1,138
shares
|
$411,899
0.11% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,137
shares
|
$411,537
0.04% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
1,136
shares
|
$411,175
0.09% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Warwick Investment Management, Inc.
|
Nov 04, 2024 Q3 2024 |
1,135
shares
|
$410,813
0.11% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
1,134
shares
|
$410,451
0.04% of portfolio
|
Q4 2024
Added 45.57%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
1,133
shares
|
$410,089
0.12% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,132
shares
|
$409,727
0.27% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,131
shares
|
$409,365
0.01% of portfolio
|
Q3 2023
Added 0.44%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
1,129
shares
|
$408,641
0.05% of portfolio
|
Q1 2022
Reduced 30.69%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
1,127
shares
|
$407,917
0.01% of portfolio
|
Q4 2023
Added 24.53%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
1,127
shares
|
$407,917
0.01% of portfolio
|
Q2 2024
Added 2.55%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
1,127
shares
|
$407,917
0.11% of portfolio
|
Q2 2024
Added 22.9%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
1,125
shares
|
$407,193
0.03% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,123
shares
|
$406,469
0.09% of portfolio
|
Q4 2024
Added 79.39%
|
|
|
Spring Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,120
shares
|
$405,384
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
1,120
shares
|
$405,384
0.04% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
1,120
shares
|
$405,384
0.08% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
1,118
shares
|
$404,660
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
1,118
shares
|
$404,660
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,114
shares
|
$403,212
0.05% of portfolio
|
Q3 2024
Reduced 5.11%
|