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 |
|---|---|---|---|---|---|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,004
shares
|
$363,397
0.12% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,003
shares
|
$363,035
0.0% of portfolio
|
Q3 2024
Reduced 90.76%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
1,003
shares
|
$363,035
0.1% of portfolio
|
Q3 2024
Reduced 15.5%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
1,000
shares
|
$361,950
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,000
shares
|
$361,950
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
1,000
shares
|
$361,950
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,000
shares
|
$361,950
0.21% of portfolio
|
Q2 2023
Added 900.0%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
998
shares
|
$361,226
0.07% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
996
shares
|
$360,502
0.0% of portfolio
|
Q3 2024
Added 34.05%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
996
shares
|
$360,502
0.3% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
995
shares
|
$360,140
0.2% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
994
shares
|
$359,778
0.19% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
993
shares
|
$359,416
0.01% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
992
shares
|
$359,054
0.07% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
992
shares
|
$359,054
0.27% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
988
shares
|
$357,606
0.06% of portfolio
|
Q3 2024
Added 33.88%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
988
shares
|
$357,606
0.03% of portfolio
|
Q3 2024
Added 13.69%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2024 Q3 2024 |
987
shares
|
$357,244
0.06% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
986
shares
|
$356,882
0.06% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Boston Partners
Boston, MA |
Nov 12, 2024 Q3 2024 |
981
shares
|
$355,072
0.0% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
979
shares
|
$354,349
0.09% of portfolio
|
Q3 2024
Added 104.38%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
978
shares
|
$353,987
0.03% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
976
shares
|
$353,263
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
975
shares
|
$352,901
0.02% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
975
shares
|
$352,901
0.1% of portfolio
|
Q3 2024
Reduced 3.08%
|