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 |
|---|---|---|---|---|---|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
17,224
shares
|
$5.78 Million
0.8% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Feb 06, 2025 Q4 2024 |
17,150
shares
|
$5.76 Million
1.04% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
17,139
shares
|
$5.75 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
17,098
shares
|
$5.74 Million
0.74% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
17,074
shares
|
$5.73 Million
0.55% of portfolio
|
Q4 2024
Reduced 9.43%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
17,061
shares
|
$5.73 Million
0.43% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Feb 13, 2025 Q4 2024 |
17,039
shares
|
$5.72 Million
1.23% of portfolio
|
Q4 2024
Reduced 7.19%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jan 23, 2025 Q4 2024 |
16,949
shares
|
$5.69 Million
0.4% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Columbia Asset Management
Ann Arbor, MI |
Feb 12, 2025 Q4 2024 |
16,946
shares
|
$5.69 Million
0.12% of portfolio
|
Q4 2024
Reduced 6.53%
|
|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
16,889
shares
|
$5.67 Million
1.6% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Massachusetts Institute Of Technology
Cambridge, MA |
Feb 12, 2025 Q4 2024 |
16,714
shares
|
$5.61 Million
0.86% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
16,708
shares
|
$5.61 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Mairs & Power Inc
St Paul, MN |
Feb 14, 2025 Q4 2024 |
16,693
shares
|
$5.61 Million
0.06% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
16,686
shares
|
$5.6 Million
1.62% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Family Legacy, Inc.
|
Feb 12, 2025 Q4 2024 |
16,665
shares
|
$5.6 Million
2.08% of portfolio
|
Q4 2024
Reduced 2.86%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
16,635
shares
|
$5.59 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
16,599
shares
|
$5.57 Million
0.35% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
16,571
shares
|
$5.56 Million
0.67% of portfolio
|
Q4 2022
Reduced 0.34%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,525
shares
|
$5.55 Million
0.19% of portfolio
|
Q4 2024
Reduced 33.37%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
16,500
shares
|
$5.54 Million
0.53% of portfolio
|
Q4 2024
Added 127.96%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
16,433
shares
|
$5.52 Million
0.29% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
16,328
shares
|
$5.48 Million
0.11% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Marketfield Asset Management LLC
|
May 15, 2024 Q1 2024 |
16,302
shares
|
$5.47 Million
4.7% of portfolio
|
Q1 2024
Reduced 5.12%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
16,257
shares
|
$5.46 Million
0.28% of portfolio
|
Q4 2024
Added 92.3%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
16,229
shares
|
$5.45 Million
0.97% of portfolio
|
Q1 2023
Added 6.45%
|