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 |
|---|---|---|---|---|---|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
1,076
shares
|
$389,458
0.3% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
1,074
shares
|
$388,734
0.05% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
1,070
shares
|
$387,286
0.08% of portfolio
|
Q4 2024
Added 41.53%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1,069
shares
|
$386,924
0.01% of portfolio
|
Q3 2024
Added 71.31%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,066
shares
|
$385,838
0.08% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
1,065
shares
|
$385,476
0.08% of portfolio
|
Q4 2023
Reduced 2.02%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
1,063
shares
|
$384,752
0.15% of portfolio
|
Q1 2024
Added 7.27%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
1,059
shares
|
$383,305
0.03% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
1,058
shares
|
$382,943
0.21% of portfolio
|
Q3 2024
Added 14.75%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
1,056
shares
|
$382,219
0.08% of portfolio
|
Q4 2024
Reduced 34.33%
|
|
|
Precision Wealth Strategies, LLC
|
Jan 24, 2025 Q4 2024 |
1,055
shares
|
$381,857
0.39% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
1,054
shares
|
$381,495
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,053
shares
|
$381,133
0.1% of portfolio
|
Q4 2024
Added 50.43%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
1,053
shares
|
$381,133
0.05% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,051
shares
|
$380,409
0.05% of portfolio
|
Q4 2024
Added 19.98%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,051
shares
|
$380,409
0.14% of portfolio
|
Q2 2022
Reduced 19.89%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
1,050
shares
|
$380,047
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
1,050
shares
|
$380,047
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Beddow Capital Management Inc
|
Nov 07, 2024 Q3 2024 |
1,050
shares
|
$380,047
0.17% of portfolio
|
Q2 2023
Reduced 3.67%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
1,049
shares
|
$379,685
0.05% of portfolio
|
Q2 2024
Reduced 9.49%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
1,048
shares
|
$379,323
0.13% of portfolio
|
Q4 2023
Added 4.28%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
1,048
shares
|
$379,323
0.05% of portfolio
|
Q4 2024
Reduced 55.21%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
1,047
shares
|
$378,961
0.14% of portfolio
|
Q4 2024
Reduced 13.76%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jan 16, 2025 Q4 2024 |
1,047
shares
|
$378,961
0.21% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
1,045
shares
|
$378,237
0.15% of portfolio
|
Q3 2024
New holding
|