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 |
|---|---|---|---|---|---|
|
Paradigm Financial Partners, LLC
|
Feb 13, 2025 Q4 2024 |
703
shares
|
$240,194
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
703
shares
|
$240,194
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
701
shares
|
$239,510
0.11% of portfolio
|
Q4 2024
Added 19.22%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
700
shares
|
$239,169
0.13% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Feb 14, 2025 Q4 2024 |
700
shares
|
$239,169
0.0% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Stone Run Capital, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
700
shares
|
$239,169
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Feb 11, 2025 Q4 2024 |
700
shares
|
$239,169
0.15% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jan 16, 2025 Q4 2024 |
700
shares
|
$239,169
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
700
shares
|
$239,169
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Integras Partners LLC
Alpharetta, GA |
Feb 10, 2025 Q4 2024 |
700
shares
|
$239,169
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Claret Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
698
shares
|
$238,485
0.04% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
698
shares
|
$238,485
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
697
shares
|
$238,143
0.03% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
696
shares
|
$237,802
0.05% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
696
shares
|
$237,802
0.04% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
696
shares
|
$237,802
0.03% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
695
shares
|
$237,460
0.17% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Jump Financial, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
692
shares
|
$236,435
0.01% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
688
shares
|
$235,068
0.06% of portfolio
|
Q4 2024
Added 3.77%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
688
shares
|
$235,068
0.08% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
688
shares
|
$235,068
0.02% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jan 06, 2025 Q4 2024 |
687
shares
|
$234,727
0.15% of portfolio
|
Q2 2024
Added 4.09%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
686
shares
|
$234,385
0.01% of portfolio
|
Q4 2024
Reduced 79.58%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
685
shares
|
$234,043
0.14% of portfolio
|
Q3 2023
Added 14.17%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
684
shares
|
$233,702
0.11% of portfolio
|
Q4 2024
Added 0.15%
|