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 $112 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,901
shares
|
$4.25 Million
0.03% of portfolio
|
Q2 2022
Added 30.25%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
12,878
shares
|
$4.25 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
12,850
shares
|
$4.24 Million
0.06% of portfolio
|
Q4 2022
Reduced 0.45%
|
|
|
Leuthold Group, LLC
|
Feb 03, 2025 Q4 2024 |
12,800
shares
|
$4.22 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Feb 06, 2025 Q4 2024 |
12,757
shares
|
$4.21 Million
0.29% of portfolio
|
Q4 2024
Added 495.01%
|
|
|
Stonebridge Capital Management Inc
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
12,697
shares
|
$4.19 Million
1.89% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
12,674
shares
|
$4.18 Million
0.43% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
12,659
shares
|
$4.17 Million
0.04% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
12,602
shares
|
$4.15 Million
0.95% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
12,597
shares
|
$4.15 Million
0.96% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
Feb 14, 2025 Q4 2024 |
12,594
shares
|
$4.15 Million
1.66% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
12,562
shares
|
$4.14 Million
1.45% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
12,508
shares
|
$4.12 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Barbara Oil Co.
Chicago, IL |
Feb 12, 2025 Q4 2024 |
12,500
shares
|
$4.12 Million
1.9% of portfolio
|
Q3 2017
New holding
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
12,474
shares
|
$4.11 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
12,424
shares
|
$4.1 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Jan 27, 2025 Q4 2024 |
12,399
shares
|
$4.09 Million
3.26% of portfolio
|
Q4 2024
New holding
|
|
|
Applied Capital Llc/Fl
Hollywood, FL |
Jan 21, 2025 Q4 2024 |
12,366
shares
|
$4.08 Million
3.48% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
J.P. Marvel Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
12,347
shares
|
$4.07 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
12,345
shares
|
$4.07 Million
0.28% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Nikko Asset Management Americas, Inc.
|
Feb 10, 2025 Q4 2024 |
12,336
shares
|
$4.07 Million
0.05% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
12,325
shares
|
$4.06 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.79%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
12,320
shares
|
$4.06 Million
0.34% of portfolio
|
Q4 2024
Reduced 11.68%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
12,313
shares
|
$4.06 Million
0.32% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Fora Capital, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
12,311
shares
|
$4.06 Million
0.53% of portfolio
|
Q4 2024
New holding
|