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 |
|---|---|---|---|---|---|
|
Leibman Financial Services, Inc.
Louisville, NE |
Jan 13, 2025 Q4 2024 |
770
shares
|
$263,085
0.2% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Mar 06, 2025 Q4 2024 |
768
shares
|
$262,402
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Baxter Bros Inc
|
Feb 11, 2025 Q4 2024 |
766
shares
|
$261,719
0.04% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
765
shares
|
$261,377
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
763
shares
|
$260,694
0.08% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Feb 12, 2025 Q4 2024 |
763
shares
|
$260,694
0.19% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
761
shares
|
$260,010
0.03% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
760
shares
|
$259,669
0.09% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
758
shares
|
$258,985
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
757
shares
|
$258,644
0.09% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
756
shares
|
$258,302
0.04% of portfolio
|
Q4 2023
Reduced 9.24%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
756
shares
|
$258,302
0.03% of portfolio
|
Q2 2024
Added 36.46%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
755
shares
|
$257,960
0.05% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Feb 03, 2025 Q4 2024 |
755
shares
|
$257,960
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
752
shares
|
$256,935
0.16% of portfolio
|
Q1 2024
Added 79.9%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
750
shares
|
$256,252
0.05% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
750
shares
|
$256,252
0.1% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
750
shares
|
$256,252
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
749
shares
|
$255,910
0.06% of portfolio
|
Q1 2024
Reduced 5.07%
|
|
|
Chico Wealth Ria
|
Jan 22, 2025 Q4 2024 |
749
shares
|
$255,910
0.24% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
749
shares
|
$255,910
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
747
shares
|
$255,227
0.08% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
746
shares
|
$254,885
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
746
shares
|
$254,885
0.08% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
745
shares
|
$254,544
0.05% of portfolio
|
Q4 2024
New holding
|