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 |
|---|---|---|---|---|---|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
12,307
shares
|
$4.06 Million
0.09% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Jan 31, 2025 Q4 2024 |
12,300
shares
|
$4.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 19.08%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
12,291
shares
|
$4.05 Million
0.22% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
12,267
shares
|
$4.04 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jan 21, 2025 Q4 2024 |
12,206
shares
|
$4.02 Million
1.38% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
12,136
shares
|
$4 Million
1.44% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
12,082
shares
|
$3.98 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
12,048
shares
|
$3.97 Million
0.92% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
12,030
shares
|
$3.97 Million
0.22% of portfolio
|
Q4 2024
Added 10.22%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
11,976
shares
|
$3.95 Million
0.37% of portfolio
|
Q4 2024
Added 7.21%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
11,958
shares
|
$3.94 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
11,956
shares
|
$3.94 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
11,927
shares
|
$3.93 Million
0.35% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
11,916
shares
|
$3.93 Million
0.15% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
11,886
shares
|
$3.92 Million
0.21% of portfolio
|
Q4 2024
Reduced 3.45%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jan 30, 2025 Q4 2024 |
11,836
shares
|
$3.9 Million
2.46% of portfolio
|
Q4 2024
Added 44.46%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
11,691
shares
|
$3.85 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
11,667
shares
|
$3.85 Million
0.01% of portfolio
|
Q4 2024
Added 153.08%
|
|
|
Regency Capital Management Inc.\De
|
Jan 21, 2025 Q4 2024 |
11,656
shares
|
$3.84 Million
2.48% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
11,623
shares
|
$3.83 Million
0.08% of portfolio
|
Q4 2024
Added 43.87%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
11,620
shares
|
$3.83 Million
0.35% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Argyle Capital Management Inc.
|
Feb 05, 2025 Q4 2024 |
11,559
shares
|
$3.81 Million
1.68% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
11,556
shares
|
$3.81 Million
0.03% of portfolio
|
Q3 2024
Reduced 42.22%
|
|
|
Seizert Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
11,544
shares
|
$3.81 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
11,535
shares
|
$3.8 Million
0.66% of portfolio
|
Q4 2024
Added 5.63%
|