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 |
|---|---|---|---|---|---|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
684
shares
|
$233,702
0.07% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
684
shares
|
$233,702
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
683
shares
|
$233,360
0.04% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Feb 12, 2025 Q4 2024 |
683
shares
|
$233,360
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
683
shares
|
$233,360
0.07% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
683
shares
|
$233,360
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
682
shares
|
$233,018
0.05% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Omnia Family Wealth, LLC
|
Feb 27, 2025 Q4 2024 |
682
shares
|
$233,018
0.1% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
680
shares
|
$232,335
0.1% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
679
shares
|
$231,993
0.01% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
675
shares
|
$230,627
0.15% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
673
shares
|
$229,943
0.06% of portfolio
|
Q4 2024
Reduced 9.91%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Feb 18, 2025 Q4 2024 |
671
shares
|
$229,260
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
668
shares
|
$228,235
0.08% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
666
shares
|
$227,552
0.05% of portfolio
|
Q2 2023
Reduced 3.76%
|
|
|
Revolve Wealth Partners, LLC
|
Mar 19, 2025 Q4 2024 |
665
shares
|
$227,210
0.04% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
665
shares
|
$227,210
0.01% of portfolio
|
Q4 2024
Reduced 86.21%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
664
shares
|
$226,868
0.02% of portfolio
|
Q4 2022
Added 0.61%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
664
shares
|
$226,868
0.18% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Planned Solutions, Inc.
|
Jan 16, 2025 Q4 2024 |
663
shares
|
$226,527
0.1% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Patron Partners, LLC
|
Jan 24, 2025 Q4 2024 |
663
shares
|
$226,527
0.14% of portfolio
|
Q4 2024
Added 6.76%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
663
shares
|
$226,527
0.03% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
663
shares
|
$226,527
0.15% of portfolio
|
Q4 2024
Added 15.91%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
661
shares
|
$225,843
0.14% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
661
shares
|
$225,843
0.1% of portfolio
|
Q2 2024
Added 1.69%
|