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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
19,242
shares
|
$6.46 Million
0.16% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
19,225
shares
|
$6.46 Million
0.16% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
19,186
shares
|
$6.44 Million
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
19,182
shares
|
$6.44 Million
0.75% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
19,162
shares
|
$6.43 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Community Bank Of Raymore
|
Jan 16, 2025 Q4 2024 |
19,111
shares
|
$6.42 Million
5.55% of portfolio
|
Q4 2024
Reduced 18.16%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
19,097
shares
|
$6.41 Million
0.14% of portfolio
|
Q4 2024
Added 37.37%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
19,063
shares
|
$6.4 Million
0.26% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
19,019
shares
|
$6.39 Million
0.02% of portfolio
|
Q4 2024
Reduced 83.18%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
18,864
shares
|
$6.33 Million
0.37% of portfolio
|
Q4 2022
Reduced 5.79%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Feb 11, 2025 Q4 2024 |
18,836
shares
|
$6.32 Million
0.12% of portfolio
|
Q4 2024
Added 5.35%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
18,802
shares
|
$6.31 Million
0.02% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
18,768
shares
|
$6.3 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
18,743
shares
|
$6.29 Million
0.39% of portfolio
|
Q4 2024
Added 44.11%
|
|
|
Ctc LLC
|
Feb 18, 2025 Q4 2024 |
18,678
shares
|
$6.27 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.61%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
18,670
shares
|
$6.27 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
18,553
shares
|
$6.23 Million
0.14% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
18,543
shares
|
$6.23 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
18,530
shares
|
$6.22 Million
0.07% of portfolio
|
Q4 2024
Reduced 34.66%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
18,475
shares
|
$6.2 Million
0.52% of portfolio
|
Q4 2022
Reduced 0.01%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
18,410
shares
|
$6.18 Million
1.73% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
18,383
shares
|
$6.17 Million
2.02% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
18,320
shares
|
$6.15 Million
0.48% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
18,310
shares
|
$6.15 Million
2.36% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Sentry LLC
Memphis, TN |
Jan 23, 2025 Q4 2024 |
18,281
shares
|
$6.14 Million
1.29% of portfolio
|
Q4 2024
Reduced 11.99%
|