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 |
|---|---|---|---|---|---|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
1,044
shares
|
$377,875
0.01% of portfolio
|
Q1 2024
Reduced 16.88%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,040
shares
|
$376,428
0.06% of portfolio
|
Q4 2024
Reduced 22.27%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
1,038
shares
|
$375,704
0.11% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,036
shares
|
$374,980
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Carmel Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
1,032
shares
|
$373,532
0.16% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
1,028
shares
|
$372,084
0.26% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
1,026
shares
|
$371,360
0.04% of portfolio
|
Q4 2024
Reduced 28.2%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,026
shares
|
$371,360
0.09% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,025
shares
|
$370,998
0.08% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
1,024
shares
|
$370,636
0.02% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
1,021
shares
|
$369,550
0.14% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
1,020
shares
|
$369,189
0.06% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
1,020
shares
|
$369,189
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
1,017
shares
|
$368,103
0.08% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
1,017
shares
|
$368,103
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
1,015
shares
|
$367,379
0.04% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 13, 2025 Q4 2024 |
1,014
shares
|
$367,017
0.06% of portfolio
|
Q1 2024
Added 7.42%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
1,013
shares
|
$366,655
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
1,012
shares
|
$366,293
0.08% of portfolio
|
Q2 2024
Reduced 6.21%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
1,010
shares
|
$365,569
0.14% of portfolio
|
Q3 2024
Added 8.25%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
1,006
shares
|
$364,121
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
1,005
shares
|
$363,759
0.27% of portfolio
|
Q2 2024
Added 7.49%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
1,005
shares
|
$363,759
0.03% of portfolio
|
Q1 2024
Added 11.67%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
1,005
shares
|
$363,759
0.05% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
1,005
shares
|
$363,759
0.04% of portfolio
|
Q4 2024
Reduced 69.59%
|