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 |
|---|---|---|---|---|---|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
941
shares
|
$340,218
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
939
shares
|
$339,495
0.17% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
939
shares
|
$339,495
0.05% of portfolio
|
Q2 2022
Added 13.27%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
939
shares
|
$339,495
0.29% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
937
shares
|
$338,772
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Wedgewood Investors Inc
|
Jan 30, 2025 Q4 2024 |
933
shares
|
$337,326
0.41% of portfolio
|
Q4 2023
Reduced 9.68%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
932
shares
|
$336,964
0.1% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
932
shares
|
$336,964
0.06% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
932
shares
|
$336,964
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
928
shares
|
$335,518
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
928
shares
|
$335,518
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Manchester Financial Inc
|
Jan 29, 2025 Q4 2024 |
927
shares
|
$335,156
0.08% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
927
shares
|
$335,156
0.03% of portfolio
|
Q4 2024
Added 9.19%
|
|
|
Citizens & Northern Corp
|
Jan 31, 2025 Q4 2024 |
925
shares
|
$334,433
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
924
shares
|
$334,072
0.12% of portfolio
|
Q3 2024
Added 30.14%
|
|
|
Jb Capital LLC
|
Jan 24, 2025 Q4 2024 |
922
shares
|
$333,349
0.02% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
920
shares
|
$332,626
0.04% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
920
shares
|
$332,626
0.29% of portfolio
|
Q3 2024
Reduced 86.31%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
920
shares
|
$332,626
0.03% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
915
shares
|
$330,818
0.06% of portfolio
|
Q4 2024
Reduced 13.19%
|
|
|
Chase Investment Counsel Corp
|
Nov 05, 2024 Q3 2024 |
914
shares
|
$330,456
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Verus Financial Partners, Inc.
|
Jan 23, 2025 Q4 2024 |
914
shares
|
$330,456
0.04% of portfolio
|
Q3 2023
Added 15.11%
|
|
|
Canvas Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
913
shares
|
$330,095
0.09% of portfolio
|
Q4 2024
Added 10.4%
|
|
|
Northstar Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
912
shares
|
$329,733
0.17% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
912
shares
|
$329,733
0.18% of portfolio
|
Q2 2024
Added 17.68%
|