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 $114 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
38,581
shares
|
$13 Million
0.33% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
38,531
shares
|
$13 Million
3.14% of portfolio
|
Q1 2024
Added 4152.87%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
38,521
shares
|
$13 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
38,508
shares
|
$12.9 Million
1.42% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
38,475
shares
|
$12.9 Million
1.13% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Neos Investment Management LLC
Westport, CT |
Feb 12, 2025 Q4 2024 |
38,473
shares
|
$12.9 Million
0.33% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
38,457
shares
|
$12.9 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
38,322
shares
|
$12.9 Million
0.29% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
38,283
shares
|
$12.9 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
37,920
shares
|
$12.8 Million
2.13% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
37,804
shares
|
$12.7 Million
0.14% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
37,737
shares
|
$12.7 Million
0.48% of portfolio
|
Q4 2024
Added 2.31%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
37,398
shares
|
$12.6 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
37,376
shares
|
$12.6 Million
2.19% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
37,329
shares
|
$12.6 Million
0.51% of portfolio
|
Q4 2024
Reduced 6.24%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
37,312
shares
|
$12.5 Million
0.35% of portfolio
|
Q4 2024
Added 14.21%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
37,111
shares
|
$12.5 Million
0.07% of portfolio
|
Q4 2024
Added 15.26%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
36,814
shares
|
$12.4 Million
0.6% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
36,805
shares
|
$12.4 Million
0.54% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
36,500
shares
|
$12.3 Million
0.53% of portfolio
|
Q3 2024
Added 13.0%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
36,493
shares
|
$12.3 Million
0.76% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
36,439
shares
|
$12.3 Million
2.19% of portfolio
|
Q2 2022
Added 22.62%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
36,066
shares
|
$12.1 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Feb 13, 2025 Q4 2024 |
35,901
shares
|
$12.1 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
35,566
shares
|
$12 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.66%
|