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 |
|---|---|---|---|---|---|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
880
shares
|
$298,584
0.1% of portfolio
|
Q2 2024
Added 3.41%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
880
shares
|
$298,584
0.17% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
880
shares
|
$298,584
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
877
shares
|
$297,566
0.05% of portfolio
|
Q4 2024
Reduced 21.63%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Feb 14, 2025 Q4 2024 |
877
shares
|
$297,566
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Adams Wealth Management
|
Feb 13, 2025 Q4 2024 |
876
shares
|
$297,226
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
876
shares
|
$297,226
0.01% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Cache Tech Inc.
Logan, UT |
Feb 13, 2025 Q4 2024 |
876
shares
|
$297,226
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
875
shares
|
$296,887
0.01% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
875
shares
|
$296,887
0.04% of portfolio
|
Q4 2024
Added 5.8%
|
|
|
Hourglass Capital, LLC
|
Jan 30, 2025 Q4 2024 |
872
shares
|
$295,869
0.09% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
870
shares
|
$295,191
0.31% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
869
shares
|
$294,851
0.03% of portfolio
|
Q2 2023
Added 28.93%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
869
shares
|
$294,851
0.0% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Feb 12, 2025 Q4 2024 |
869
shares
|
$294,851
0.21% of portfolio
|
Q4 2024
Added 21.71%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
867
shares
|
$294,173
0.04% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
866
shares
|
$293,833
0.09% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
866
shares
|
$293,833
0.29% of portfolio
|
Q4 2024
Reduced 28.31%
|
|
|
Holland Advisory Services, Inc.
|
Jan 15, 2025 Q4 2024 |
863
shares
|
$292,815
0.41% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
862
shares
|
$292,476
0.0% of portfolio
|
Q4 2024
Added 43000.0%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
858
shares
|
$291,119
0.05% of portfolio
|
Q4 2024
Reduced 10.16%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
857
shares
|
$290,780
0.16% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jan 17, 2025 Q4 2024 |
857
shares
|
$290,780
0.04% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
854
shares
|
$289,762
0.14% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Feb 20, 2025 Q4 2024 |
854
shares
|
$289,762
0.2% of portfolio
|
Q4 2024
New holding
|