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 |
|---|---|---|---|---|---|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
22,287
shares
|
$7.48 Million
1.75% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
22,130
shares
|
$7.43 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
22,114
shares
|
$7.43 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
22,111
shares
|
$7.42 Million
0.16% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
22,065
shares
|
$7.41 Million
0.28% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
22,030
shares
|
$7.4 Million
1.81% of portfolio
|
Q4 2024
Added 1619.75%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
21,979
shares
|
$7.38 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Hodges Capital Management Inc.
|
Jan 24, 2025 Q4 2024 |
21,970
shares
|
$7.38 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
21,966
shares
|
$7.38 Million
0.19% of portfolio
|
Q2 2021
Reduced 4.76%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
21,946
shares
|
$7.37 Million
0.15% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
21,696
shares
|
$7.29 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
21,694
shares
|
$7.28 Million
2.03% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
21,589
shares
|
$7.25 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.7%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
21,566
shares
|
$7.24 Million
1.16% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
21,529
shares
|
$7.23 Million
0.12% of portfolio
|
Q4 2024
Added 47.96%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
21,464
shares
|
$7.21 Million
4.03% of portfolio
|
Q4 2024
Reduced 6.08%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
21,460
shares
|
$7.21 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
21,333
shares
|
$7.16 Million
1.53% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
21,310
shares
|
$7.16 Million
0.49% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
21,272
shares
|
$7.14 Million
0.27% of portfolio
|
Q2 2022
Added 1.12%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
21,263
shares
|
$7.14 Million
0.11% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Citizens National Bank Trust Department
|
Feb 03, 2025 Q4 2024 |
21,225
shares
|
$7.13 Million
1.64% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
21,201
shares
|
$7.12 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
21,082
shares
|
$7.08 Million
0.66% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
21,069
shares
|
$7.07 Million
2.35% of portfolio
|
Q4 2024
Reduced 0.18%
|