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 |
|---|---|---|---|---|---|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
973
shares
|
$351,788
0.22% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
972
shares
|
$351,426
0.07% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
970
shares
|
$350,703
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
960
shares
|
$347,088
0.06% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
960
shares
|
$347,088
0.02% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
958
shares
|
$346,364
0.11% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
953
shares
|
$344,557
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
952
shares
|
$344,195
0.1% of portfolio
|
Q4 2024
Added 50.63%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
952
shares
|
$344,195
0.16% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
951
shares
|
$343,834
0.05% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
951
shares
|
$343,834
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
951
shares
|
$343,834
0.25% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
950
shares
|
$343,472
0.13% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Mount Vernon Associates Inc
|
Jan 14, 2025 Q4 2024 |
950
shares
|
$343,472
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
950
shares
|
$343,472
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
949
shares
|
$343,110
0.05% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
949
shares
|
$343,110
0.09% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
945
shares
|
$341,664
0.12% of portfolio
|
Q2 2024
Reduced 47.53%
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
945
shares
|
$341,664
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
945
shares
|
$341,664
0.12% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
943
shares
|
$340,941
0.07% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
942
shares
|
$340,580
0.1% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
942
shares
|
$340,580
0.15% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
941
shares
|
$340,218
0.12% of portfolio
|
Q1 2024
Added 23.82%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
941
shares
|
$340,218
0.04% of portfolio
|
Q4 2024
Reduced 21.12%
|