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 $116 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mba Advisors LLC
Hermitage, PA |
Jan 28, 2025 Q4 2024 |
799
shares
|
$272,994
0.15% of portfolio
|
Q4 2024
Reduced 46.88%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Feb 14, 2025 Q4 2024 |
798
shares
|
$272,652
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
797
shares
|
$272,310
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
797
shares
|
$272,310
0.0% of portfolio
|
Q4 2024
Added 33.28%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Feb 11, 2025 Q4 2024 |
797
shares
|
$272,310
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
793
shares
|
$270,944
0.04% of portfolio
|
Q4 2024
Added 16.28%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
792
shares
|
$270,602
0.06% of portfolio
|
Q4 2024
Reduced 21.35%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
791
shares
|
$270,260
0.02% of portfolio
|
Q3 2023
Reduced 0.5%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
790
shares
|
$269,919
0.07% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
790
shares
|
$269,919
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
788
shares
|
$269,235
0.11% of portfolio
|
Q4 2024
Reduced 52.44%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
787
shares
|
$268,894
0.19% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Feb 12, 2025 Q4 2024 |
786
shares
|
$268,552
0.31% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
785
shares
|
$268,210
0.14% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Mcdonald Partners LLC
|
Jan 31, 2025 Q4 2024 |
784
shares
|
$267,869
0.07% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
American Trust
Lexington, KY |
Feb 18, 2025 Q4 2024 |
784
shares
|
$267,869
0.02% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
779
shares
|
$266,160
0.12% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
778
shares
|
$265,819
0.07% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
777
shares
|
$265,477
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
773
shares
|
$264,110
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cutter & CO Brokerage, Inc.
|
Feb 04, 2025 Q4 2024 |
772
shares
|
$263,769
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
772
shares
|
$263,769
0.01% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
771
shares
|
$263,427
0.14% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
771
shares
|
$263,427
0.04% of portfolio
|
Q4 2024
Reduced 10.56%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
770
shares
|
$263,085
0.04% of portfolio
|
Q3 2024
Added 3.36%
|