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 |
|---|---|---|---|---|---|
|
Lmcg Investments, LLC
Boston, MA |
Jan 16, 2025 Q4 2024 |
31,178
shares
|
$10.5 Million
0.7% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
31,153
shares
|
$10.5 Million
0.2% of portfolio
|
Q4 2024
Added 14.02%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
31,115
shares
|
$10.5 Million
1.29% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
United Capital Management Of Ks, Inc.
|
Feb 10, 2025 Q4 2024 |
31,068
shares
|
$10.4 Million
2.37% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Paradiem, LLC
|
Jan 17, 2025 Q4 2024 |
30,839
shares
|
$10.4 Million
3.02% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Shelter Mutual Insurance CO
|
Feb 07, 2025 Q4 2024 |
30,780
shares
|
$10.3 Million
2.89% of portfolio
|
Q4 2023
Reduced 10.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
30,741
shares
|
$10.3 Million
0.15% of portfolio
|
Q4 2024
Reduced 9.19%
|
|
|
Cadinha & CO LLC
|
Jan 15, 2025 Q4 2024 |
30,553
shares
|
$10.3 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
30,364
shares
|
$10.2 Million
0.36% of portfolio
|
Q4 2024
Added 119.9%
|
|
|
Illinois Municipal Retirement Fund
|
Feb 04, 2025 Q4 2024 |
30,332
shares
|
$10.2 Million
0.16% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
30,142
shares
|
$10.1 Million
0.46% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Zimmer Partners, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
30,120
shares
|
$10.1 Million
0.2% of portfolio
|
Q4 2024
Added 50.6%
|
|
|
Omers Administration Corp
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
30,107
shares
|
$10.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 7.3%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
29,883
shares
|
$10 Million
0.8% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Feb 14, 2025 Q4 2024 |
29,850
shares
|
$10 Million
0.12% of portfolio
|
Q4 2024
Reduced 20.01%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
29,845
shares
|
$10 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
29,676
shares
|
$9.98 Million
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
29,299
shares
|
$9.85 Million
0.33% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
29,189
shares
|
$9.81 Million
0.16% of portfolio
|
Q4 2024
Reduced 43.12%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
29,103
shares
|
$9.79 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
29,096
shares
|
$9.78 Million
0.36% of portfolio
|
Q4 2024
Reduced 18.71%
|
|
|
Woodline Partners LP
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
28,994
shares
|
$9.75 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
28,759
shares
|
$9.67 Million
0.14% of portfolio
|
Q3 2022
Reduced 0.66%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Feb 11, 2025 Q4 2024 |
28,670
shares
|
$9.64 Million
0.08% of portfolio
|
Q4 2024
Added 27.28%
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
28,528
shares
|
$9.59 Million
1.5% of portfolio
|
Q4 2024
Reduced 2.91%
|