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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
18,224
shares
|
$6.12 Million
0.08% of portfolio
|
Q4 2024
Added 18.03%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
18,189
shares
|
$6.11 Million
0.24% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
18,108
shares
|
$6.08 Million
1.23% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
17,999
shares
|
$6.04 Million
1.72% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
17,992
shares
|
$6.04 Million
1.83% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
17,923
shares
|
$6.02 Million
1.66% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
17,768
shares
|
$5.97 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
17,741
shares
|
$5.96 Million
0.06% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
17,713
shares
|
$5.95 Million
1.89% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Ipswich Investment Management Co., Inc.
|
Feb 03, 2025 Q4 2024 |
17,691
shares
|
$5.94 Million
1.59% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
17,622
shares
|
$5.92 Million
0.52% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
17,613
shares
|
$5.91 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
17,600
shares
|
$5.91 Million
0.19% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
17,595
shares
|
$5.91 Million
0.78% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Wright Investors Service Inc
|
Jan 13, 2025 Q4 2024 |
17,573
shares
|
$5.9 Million
2.11% of portfolio
|
Q4 2024
Added 24.46%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
17,540
shares
|
$5.89 Million
0.23% of portfolio
|
Q4 2024
Added 25.04%
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
17,490
shares
|
$5.87 Million
0.33% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
17,486
shares
|
$5.87 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Advocate Group LLC
|
Jan 21, 2025 Q4 2024 |
17,442
shares
|
$5.86 Million
1.19% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
17,363
shares
|
$5.83 Million
1.22% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Bridge Creek Capital Management LLC
|
Jan 13, 2025 Q4 2024 |
17,361
shares
|
$5.83 Million
1.96% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,336
shares
|
$5.82 Million
0.99% of portfolio
|
Q4 2024
Added 2687.14%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,320
shares
|
$5.82 Million
2.03% of portfolio
|
Q2 2022
Reduced 0.92%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
17,312
shares
|
$5.81 Million
1.46% of portfolio
|
Q1 2023
Added 0.18%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
17,261
shares
|
$5.8 Million
1.06% of portfolio
|
Q1 2023
Added 0.48%
|