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 |
|---|---|---|---|---|---|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
826
shares
|
$280,261
0.24% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
826
shares
|
$280,261
0.03% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Encompass Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
826
shares
|
$280,261
0.12% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
823
shares
|
$279,243
0.13% of portfolio
|
Q4 2024
Reduced 14.63%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
823
shares
|
$279,243
0.11% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Alpine Woods Capital Investors, LLC
|
Feb 10, 2025 Q4 2024 |
821
shares
|
$278,565
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
821
shares
|
$278,565
0.09% of portfolio
|
Q1 2023
Reduced 40.03%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
820
shares
|
$278,226
0.13% of portfolio
|
Q1 2024
Reduced 10.87%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
819
shares
|
$277,886
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
816
shares
|
$276,868
0.21% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jan 28, 2025 Q4 2024 |
815
shares
|
$276,529
0.19% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
814
shares
|
$276,190
0.05% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
813
shares
|
$275,850
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Feb 12, 2025 Q4 2024 |
812
shares
|
$275,511
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
810
shares
|
$274,833
0.04% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
810
shares
|
$274,833
0.28% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
810
shares
|
$274,833
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
Jan 24, 2025 Q4 2024 |
809
shares
|
$274,493
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
809
shares
|
$274,493
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
805
shares
|
$273,136
0.02% of portfolio
|
Q4 2024
Reduced 19.9%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Feb 04, 2025 Q4 2024 |
805
shares
|
$273,136
0.25% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
802
shares
|
$272,118
0.06% of portfolio
|
Q4 2024
Reduced 17.83%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
801
shares
|
$271,779
0.09% of portfolio
|
Q4 2024
Added 8.83%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
800
shares
|
$271,440
0.09% of portfolio
|
Q4 2023
Reduced 78.95%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Feb 11, 2025 Q4 2024 |
800
shares
|
$271,440
0.31% of portfolio
|
Q4 2024
Reduced 1.96%
|