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 |
|---|---|---|---|---|---|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
261
shares
|
$88,379
0.04% of portfolio
|
Q2 2024
Added 99.24%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
260
shares
|
$88,041
0.03% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
257
shares
|
$87,025
0.08% of portfolio
|
Q3 2024
Reduced 27.81%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
256
shares
|
$86,686
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Meeder Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
252
shares
|
$85,332
0.01% of portfolio
|
Q4 2024
Added 223.08%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
251
shares
|
$84,993
0.07% of portfolio
|
Q4 2023
Reduced 58.24%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
250
shares
|
$84,655
0.03% of portfolio
|
Q2 2024
Reduced 15.54%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
250
shares
|
$84,655
0.02% of portfolio
|
Q3 2021
Reduced 4.58%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
250
shares
|
$84,655
0.04% of portfolio
|
Q3 2023
Reduced 61.54%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
250
shares
|
$84,655
0.06% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
249
shares
|
$84,316
0.07% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
247
shares
|
$83,639
0.0% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
240
shares
|
$81,268
0.03% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
239
shares
|
$80,930
0.01% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
237
shares
|
$80,252
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
236
shares
|
$79,914
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
233
shares
|
$78,898
0.02% of portfolio
|
Q4 2024
Added 49.36%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Feb 10, 2025 Q4 2024 |
232
shares
|
$78,559
0.08% of portfolio
|
Q1 2024
Reduced 57.12%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
231
shares
|
$78,221
0.04% of portfolio
|
Q2 2024
Reduced 18.09%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
229
shares
|
$77,543
0.02% of portfolio
|
Q4 2024
Reduced 56.71%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
228
shares
|
$77,205
0.04% of portfolio
|
Q3 2023
Added 20.0%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
228
shares
|
$77,205
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
227
shares
|
$76,866
0.05% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Horrell Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
226
shares
|
$76,528
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
224
shares
|
$75,850
0.02% of portfolio
|
Q3 2024
Added 0.45%
|