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 |
|---|---|---|---|---|---|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
880
shares
|
$318,164
0.1% of portfolio
|
Q2 2024
Added 3.41%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
880
shares
|
$318,164
0.2% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
877
shares
|
$317,079
0.05% of portfolio
|
Q4 2024
Reduced 21.63%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2024 Q3 2024 |
877
shares
|
$317,079
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Adams Wealth Management
|
Oct 28, 2024 Q3 2024 |
876
shares
|
$316,717
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
Oct 28, 2024 Q3 2024 |
876
shares
|
$316,717
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
875
shares
|
$316,356
0.01% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Hourglass Capital, LLC
|
Jan 30, 2025 Q4 2024 |
872
shares
|
$315,271
0.09% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
871
shares
|
$314,910
0.05% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
870
shares
|
$314,548
0.31% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
869
shares
|
$314,186
0.03% of portfolio
|
Q2 2023
Added 28.93%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
867
shares
|
$313,463
0.04% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
866
shares
|
$313,102
0.09% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
863
shares
|
$312,017
0.41% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
858
shares
|
$310,209
0.05% of portfolio
|
Q4 2024
Reduced 10.16%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
857
shares
|
$309,848
0.16% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
857
shares
|
$309,848
0.04% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
856
shares
|
$309,486
0.01% of portfolio
|
Q3 2024
Added 9.18%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
854
shares
|
$308,763
0.01% of portfolio
|
Q3 2024
Added 37.3%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
853
shares
|
$308,402
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 18, 2024 Q3 2024 |
852
shares
|
$308,040
0.03% of portfolio
|
Q2 2024
Added 14.52%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
850
shares
|
$307,317
0.17% of portfolio
|
Q2 2024
Added 49.12%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
850
shares
|
$307,317
0.25% of portfolio
|
Q2 2024
Added 2.94%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
849
shares
|
$306,955
0.16% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
848
shares
|
$306,594
0.1% of portfolio
|
Q3 2024
Reduced 0.12%
|