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 |
|---|---|---|---|---|---|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
23,592
shares
|
$7.92 Million
0.26% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Central Bank & Trust CO
|
Jan 16, 2025 Q4 2024 |
23,549
shares
|
$7.91 Million
1.33% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
23,523
shares
|
$7.9 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
23,476
shares
|
$7.88 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.21%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
23,476
shares
|
$7.88 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Fusion Capital, LLC
|
Feb 05, 2025 Q4 2024 |
23,322
shares
|
$7.83 Million
3.53% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
23,221
shares
|
$7.8 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
23,204
shares
|
$7.79 Million
0.23% of portfolio
|
Q4 2023
Reduced 18.11%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
23,193
shares
|
$7.79 Million
0.43% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
23,102
shares
|
$7.76 Million
0.28% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Pine Bridge Investments, L.P.
|
Feb 14, 2025 Q4 2024 |
23,026
shares
|
$7.73 Million
0.06% of portfolio
|
Q4 2024
Reduced 84.94%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
22,960
shares
|
$7.71 Million
1.27% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 22, 2025 Q4 2024 |
22,944
shares
|
$7.7 Million
1.41% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
22,906
shares
|
$7.69 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
22,887
shares
|
$7.68 Million
0.18% of portfolio
|
Q4 2024
Added 409.62%
|
|
|
Hixon Zuercher, LLC
|
Jan 23, 2025 Q4 2024 |
22,868
shares
|
$7.68 Million
3.2% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
22,868
shares
|
$7.68 Million
0.03% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
22,867
shares
|
$7.68 Million
0.54% of portfolio
|
Q4 2024
Added 71.82%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
22,837
shares
|
$7.67 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
22,691
shares
|
$7.62 Million
1.37% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
22,535
shares
|
$7.57 Million
0.79% of portfolio
|
Q4 2024
Added 56.96%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
22,526
shares
|
$7.56 Million
0.08% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
22,520
shares
|
$7.56 Million
0.36% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
22,432
shares
|
$7.53 Million
0.15% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Feb 12, 2025 Q4 2024 |
22,423
shares
|
$7.53 Million
0.06% of portfolio
|
Q4 2024
New holding
|