Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,299 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 $114 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
583
shares
|
$195,759
0.02% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
582
shares
|
$195,423
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Hollow Brook Wealth Management LLC
|
Feb 12, 2025 Q4 2024 |
582
shares
|
$195,423
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
582
shares
|
$195,423
0.05% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jan 15, 2025 Q4 2024 |
581
shares
|
$195,088
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Rfg Holdings, Inc.
|
Jan 27, 2025 Q4 2024 |
580
shares
|
$194,752
0.07% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
580
shares
|
$194,752
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Ggm Financials LLC
Columbus, OH |
Jan 28, 2025 Q4 2024 |
580
shares
|
$194,752
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
579
shares
|
$194,416
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
579
shares
|
$194,416
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
578
shares
|
$194,080
0.14% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
576
shares
|
$193,409
0.04% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Feb 05, 2025 Q4 2024 |
576
shares
|
$193,409
0.07% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
Feb 21, 2025 Q4 2024 |
576
shares
|
$193,409
0.15% of portfolio
|
Q4 2024
Added 28.99%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Jan 15, 2025 Q4 2024 |
575
shares
|
$193,073
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Investment CO
St. Louis, MO |
Feb 12, 2025 Q4 2024 |
575
shares
|
$193,073
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Kdt Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
575
shares
|
$193,073
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
Feb 18, 2025 Q4 2024 |
575
shares
|
$193,073
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
572
shares
|
$192,066
0.11% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
570
shares
|
$191,394
0.15% of portfolio
|
Q3 2024
Reduced 61.15%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
569
shares
|
$191,058
0.02% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Renasant Bank
|
Feb 10, 2025 Q4 2024 |
569
shares
|
$191,058
0.15% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
568
shares
|
$190,723
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
566
shares
|
$190,051
0.05% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
565
shares
|
$189,715
0.08% of portfolio
|
Q4 2024
Added 13.0%
|