Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,298 institutions that hold shares in the stock, with a total of 339 Million shares, which have been reported (via 13F filing form) to have a value of $115 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
346
shares
|
$117,162
0.0% of portfolio
|
Q4 2024
Added 117.61%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
345
shares
|
$116,823
0.05% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
344
shares
|
$116,485
0.08% of portfolio
|
Q4 2024
Reduced 26.65%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
342
shares
|
$115,808
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
329
shares
|
$111,405
0.03% of portfolio
|
Q3 2024
Reduced 35.24%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
323
shares
|
$109,374
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
321
shares
|
$108,697
0.02% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
320
shares
|
$108,358
0.0% of portfolio
|
Q3 2023
Reduced 1.84%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
319
shares
|
$108,019
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
319
shares
|
$108,019
0.04% of portfolio
|
Q4 2024
Reduced 99.74%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
316
shares
|
$107,003
0.08% of portfolio
|
Q4 2024
Reduced 46.26%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
308
shares
|
$104,294
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
306
shares
|
$103,617
0.04% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
306
shares
|
$103,617
0.04% of portfolio
|
Q4 2024
Reduced 8.66%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
304
shares
|
$102,940
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
303
shares
|
$102,601
0.01% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
302
shares
|
$102,263
0.02% of portfolio
|
Q2 2024
Reduced 9.58%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
300
shares
|
$101,586
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
298
shares
|
$100,908
0.03% of portfolio
|
Q4 2024
Added 81.71%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
290
shares
|
$98,199
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Feb 21, 2025 Q4 2024 |
278
shares
|
$94,136
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
275
shares
|
$93,120
0.07% of portfolio
|
Q1 2024
Reduced 60.73%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
273
shares
|
$92,443
0.04% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
273
shares
|
$92,443
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
269
shares
|
$91,088
0.05% of portfolio
|
Q4 2021
New holding
|