Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,146 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 |
---|---|---|---|---|---|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
1,114
shares
|
$403,212
0.0% of portfolio
|
Q3 2024
Added 12.41%
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
1,113
shares
|
$402,850
0.16% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
1,107
shares
|
$400,678
0.05% of portfolio
|
Q3 2024
Reduced 11.93%
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,106
shares
|
$400,316
0.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
1,106
shares
|
$400,316
0.16% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,101
shares
|
$398,506
0.41% of portfolio
|
Q4 2022
New holding
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,100
shares
|
$398,145
0.03% of portfolio
|
Q4 2024
Added 10.0%
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
1,100
shares
|
$398,145
0.31% of portfolio
|
Q1 2023
Reduced 5.01%
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,099
shares
|
$397,783
0.08% of portfolio
|
Q4 2024
Added 0.27%
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Oct 28, 2024 Q3 2024 |
1,097
shares
|
$397,059
0.25% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,096
shares
|
$396,697
0.22% of portfolio
|
Q3 2024
New holding
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
1,095
shares
|
$396,335
0.08% of portfolio
|
Q3 2024
Reduced 94.63%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,093
shares
|
$395,611
0.22% of portfolio
|
Q2 2024
Reduced 64.46%
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
1,092
shares
|
$395,249
0.31% of portfolio
|
Q3 2023
New holding
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
1,092
shares
|
$395,249
0.2% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
1,090
shares
|
$394,525
0.08% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
Bender Robert & Associates
|
Oct 30, 2024 Q3 2024 |
1,089
shares
|
$394,163
0.09% of portfolio
|
Q3 2024
New holding
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
1,085
shares
|
$392,715
0.3% of portfolio
|
Q4 2024
New holding
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,084
shares
|
$392,353
0.16% of portfolio
|
Q4 2024
Added 12.22%
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
1,084
shares
|
$392,353
0.15% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
1,083
shares
|
$391,991
0.14% of portfolio
|
Q3 2024
Added 0.56%
|
|
Consilium Wealth Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
1,079
shares
|
$390,544
0.23% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
1,079
shares
|
$390,544
0.07% of portfolio
|
Q4 2024
Added 0.19%
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
1,079
shares
|
$390,544
0.2% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
1,076
shares
|
$389,458
0.02% of portfolio
|
Q3 2019
Reduced 18.05%
|