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 |
|---|---|---|---|---|---|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
35,402
shares
|
$11.9 Million
1.16% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
35,172
shares
|
$11.8 Million
1.95% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Cullinan Associates Inc
|
Jan 24, 2025 Q4 2024 |
35,043
shares
|
$11.8 Million
0.83% of portfolio
|
Q4 2024
Reduced 13.51%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
34,996
shares
|
$11.8 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Braun Stacey Associates Inc
|
Jan 31, 2025 Q4 2024 |
34,837
shares
|
$11.7 Million
0.51% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Vantage Investment Partners, LLC
|
Jan 22, 2025 Q4 2024 |
34,461
shares
|
$11.6 Million
1.09% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
34,267
shares
|
$11.5 Million
0.14% of portfolio
|
Q4 2024
Added 24.89%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
34,252
shares
|
$11.5 Million
0.87% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
34,165
shares
|
$11.5 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Ziegler Capital Management, LLC
|
May 15, 2024 Q1 2024 |
34,109
shares
|
$11.5 Million
0.44% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
33,840
shares
|
$11.4 Million
0.57% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
33,654
shares
|
$11.3 Million
0.14% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
33,632
shares
|
$11.3 Million
0.18% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
33,396
shares
|
$11.2 Million
1.29% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Feb 03, 2025 Q4 2024 |
33,322
shares
|
$11.2 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
33,300
shares
|
$11.2 Million
0.03% of portfolio
|
Q4 2024
Added 40.31%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jan 21, 2025 Q4 2024 |
33,273
shares
|
$11.2 Million
1.78% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
M&G PLC
London, X0 |
Feb 11, 2025 Q4 2024 |
33,045
shares
|
$11.1 Million
0.07% of portfolio
|
Q4 2024
Reduced 23.13%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
32,006
shares
|
$10.8 Million
0.25% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
31,778
shares
|
$10.7 Million
0.24% of portfolio
|
Q4 2024
Reduced 22.86%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
31,613
shares
|
$10.6 Million
1.4% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Sienna Gestion
Paris, I0 |
Feb 10, 2025 Q4 2024 |
31,411
shares
|
$10.6 Million
0.79% of portfolio
|
Q4 2024
Added 1174.8%
|
|
|
Polar Capital Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
31,325
shares
|
$10.5 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
31,276
shares
|
$10.5 Million
0.19% of portfolio
|
Q4 2024
Reduced 7.81%
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
31,190
shares
|
$10.5 Million
1.17% of portfolio
|
Q4 2024
Added 3.57%
|