Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,299 institutions that hold shares in the stock, with a total of 338 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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
28,213
shares
|
$9.47 Million
0.12% of portfolio
|
Q3 2023
Reduced 68.92%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
28,038
shares
|
$9.41 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
27,991
shares
|
$9.4 Million
0.48% of portfolio
|
Q4 2024
Reduced 24.7%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Feb 13, 2025 Q4 2024 |
27,926
shares
|
$9.38 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Drexel Morgan & Co.
Radnor, PA |
Feb 11, 2025 Q4 2024 |
27,886
shares
|
$9.36 Million
2.09% of portfolio
|
Q1 2024
Added 0.5%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
27,845
shares
|
$9.35 Million
0.45% of portfolio
|
Q3 2024
Added 21.81%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Feb 12, 2025 Q4 2024 |
27,753
shares
|
$9.32 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
27,695
shares
|
$9.3 Million
0.16% of portfolio
|
Q2 2024
Added 10.48%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
27,470
shares
|
$9.22 Million
0.36% of portfolio
|
Q4 2024
Added 2029.46%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
27,409
shares
|
$9.2 Million
0.68% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
27,292
shares
|
$9.16 Million
0.17% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
27,164
shares
|
$9.12 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Feb 14, 2025 Q4 2024 |
27,093
shares
|
$9.1 Million
0.24% of portfolio
|
Q4 2024
Reduced 69.11%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
27,074
shares
|
$9.09 Million
0.72% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jan 28, 2025 Q4 2024 |
27,052
shares
|
$9.08 Million
0.53% of portfolio
|
Q4 2024
Added 543.79%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
26,806
shares
|
$9 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
26,607
shares
|
$8.93 Million
4.12% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
26,573
shares
|
$8.92 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Maryland State Retirement & Pension System
|
Feb 10, 2025 Q4 2024 |
26,404
shares
|
$8.87 Million
0.21% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
26,353
shares
|
$8.85 Million
0.31% of portfolio
|
Q4 2024
Added 6.07%
|
|
|
Addenda Capital Inc.
|
Jan 16, 2025 Q4 2024 |
26,158
shares
|
$8.78 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Feb 13, 2025 Q4 2024 |
26,143
shares
|
$8.78 Million
0.98% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
26,000
shares
|
$8.73 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
25,990
shares
|
$8.73 Million
0.01% of portfolio
|
Q4 2024
Added 1933.65%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
25,977
shares
|
$8.72 Million
0.2% of portfolio
|
Q4 2024
Added 1.38%
|