Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,300 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 $116 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frg Family Wealth Advisors LLC
|
Feb 13, 2025 Q4 2024 |
14,324
shares
|
$4.91 Million
0.97% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
14,297
shares
|
$4.9 Million
0.14% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Gam Holding Ag
|
Jan 31, 2025 Q4 2024 |
14,243
shares
|
$4.88 Million
0.42% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
Mathes Company, Inc.
|
Jan 31, 2025 Q4 2024 |
14,214
shares
|
$4.87 Million
1.88% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
14,195
shares
|
$4.86 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
14,194
shares
|
$4.86 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
14,191
shares
|
$4.86 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
14,091
shares
|
$4.83 Million
0.41% of portfolio
|
Q4 2024
Reduced 18.18%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
14,086
shares
|
$4.83 Million
0.63% of portfolio
|
Q1 2023
Reduced 0.7%
|
|
|
Gouws Capital LLC
|
Feb 06, 2025 Q4 2024 |
14,062
shares
|
$4.82 Million
3.5% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
14,010
shares
|
$4.8 Million
0.2% of portfolio
|
Q4 2024
Added 39.92%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
13,955
shares
|
$4.78 Million
5.01% of portfolio
|
Q1 2023
Added 14.23%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
13,950
shares
|
$4.78 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
13,946
shares
|
$4.78 Million
1.67% of portfolio
|
Q4 2021
Added 0.01%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
13,921
shares
|
$4.77 Million
0.03% of portfolio
|
Q4 2024
Added 2377.05%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
13,909
shares
|
$4.77 Million
0.87% of portfolio
|
Q4 2022
Added 65.19%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
13,901
shares
|
$4.76 Million
0.18% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
13,881
shares
|
$4.76 Million
0.82% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Reliant Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,875
shares
|
$4.75 Million
2.35% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Teamwork Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
13,868
shares
|
$4.75 Million
0.69% of portfolio
|
Q4 2024
Reduced 65.63%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
13,852
shares
|
$4.75 Million
0.47% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
13,817
shares
|
$4.73 Million
1.75% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
13,776
shares
|
$4.72 Million
0.43% of portfolio
|
Q4 2024
Added 52.59%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
13,719
shares
|
$4.7 Million
0.45% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
13,714
shares
|
$4.7 Million
0.24% of portfolio
|
Q4 2024
Reduced 8.57%
|