Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,286 institutions that hold shares in the stock, with a total of 342 Million shares, which have been reported (via 13F filing form) to have a value of $102 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
970
shares
|
$289,176
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
970
shares
|
$289,176
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
969
shares
|
$288,878
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Trust CO Na
|
Apr 14, 2025 Q1 2025 |
965
shares
|
$287,685
0.07% of portfolio
|
Q1 2025
Reduced 46.12%
|
|
|
Diametric Capital, LP
Boston, MA |
Feb 12, 2025 Q4 2024 |
964
shares
|
$287,387
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
962
shares
|
$286,791
0.06% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
960
shares
|
$286,195
0.06% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
960
shares
|
$286,195
0.02% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
958
shares
|
$285,598
0.11% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
958
shares
|
$285,598
0.27% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Mar 12, 2025 Q4 2024 |
957
shares
|
$285,300
0.13% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
954
shares
|
$284,406
0.03% of portfolio
|
Q4 2024
Reduced 93.98%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
953
shares
|
$284,108
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
952
shares
|
$283,810
0.04% of portfolio
|
Q1 2025
Added 50.87%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
952
shares
|
$283,810
0.1% of portfolio
|
Q4 2024
Added 50.63%
|
|
|
Heritage Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
951
shares
|
$283,512
0.05% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
951
shares
|
$283,512
0.25% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
950
shares
|
$283,214
0.12% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Mount Vernon Associates Inc
|
Jan 14, 2025 Q4 2024 |
950
shares
|
$283,214
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Feb 06, 2025 Q4 2024 |
950
shares
|
$283,214
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
949
shares
|
$282,915
0.05% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
947
shares
|
$282,319
0.03% of portfolio
|
Q4 2024
Added 14.79%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
946
shares
|
$282,021
0.04% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Baker Boyer National Bank
|
Jan 22, 2025 Q4 2024 |
945
shares
|
$281,723
0.12% of portfolio
|
Q2 2024
Reduced 47.53%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
945
shares
|
$281,723
0.16% of portfolio
|
Q1 2025
Added 0.64%
|