Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,300 institutions that hold shares in the stock, with a total of 338 Million shares, which have been reported (via 13F filing form) to have a value of $115 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
912
shares
|
$309,441
0.3% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
911
shares
|
$309,102
0.06% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Pettee Investors, Inc.
|
Feb 07, 2025 Q4 2024 |
908
shares
|
$308,084
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
906
shares
|
$307,405
0.1% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
905
shares
|
$307,066
0.21% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jan 24, 2025 Q4 2024 |
905
shares
|
$307,066
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
904
shares
|
$306,727
0.24% of portfolio
|
Q2 2024
Reduced 9.96%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
902
shares
|
$306,048
0.02% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
900
shares
|
$305,370
0.15% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Feb 10, 2025 Q4 2024 |
900
shares
|
$305,370
0.08% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
899
shares
|
$305,030
0.03% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Feb 18, 2025 Q4 2024 |
899
shares
|
$305,030
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
898
shares
|
$304,691
0.07% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
896
shares
|
$304,012
0.21% of portfolio
|
Q4 2024
Added 50.08%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
894
shares
|
$303,334
0.06% of portfolio
|
Q4 2024
Reduced 18.36%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
892
shares
|
$302,655
0.02% of portfolio
|
Q4 2024
Added 13.49%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
891
shares
|
$302,316
0.08% of portfolio
|
Q4 2024
Added 43.25%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
891
shares
|
$302,316
0.15% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
888
shares
|
$301,298
0.09% of portfolio
|
Q1 2024
Reduced 4.31%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
888
shares
|
$301,298
0.02% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
887
shares
|
$300,959
0.15% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
884
shares
|
$299,941
0.12% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Requisite Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
884
shares
|
$299,941
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
883
shares
|
$299,601
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
883
shares
|
$299,601
0.07% of portfolio
|
Q4 2024
Added 1.96%
|