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 |
|---|---|---|---|---|---|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
11,528
shares
|
$3.8 Million
0.28% of portfolio
|
Q3 2022
Reduced 12.55%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jan 13, 2025 Q4 2024 |
11,491
shares
|
$3.79 Million
0.55% of portfolio
|
Q4 2024
Added 9.53%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
11,469
shares
|
$3.78 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
11,393
shares
|
$3.76 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
11,390
shares
|
$3.76 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
11,354
shares
|
$3.74 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
11,290
shares
|
$3.72 Million
0.17% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Feb 12, 2025 Q4 2024 |
11,289
shares
|
$3.72 Million
3.17% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
11,284
shares
|
$3.72 Million
0.39% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Hite Hedge Asset Management LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
11,177
shares
|
$3.68 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
11,159
shares
|
$3.68 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
11,111
shares
|
$3.66 Million
0.32% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
11,077
shares
|
$3.65 Million
0.49% of portfolio
|
Q2 2024
Added 1047.88%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
11,071
shares
|
$3.65 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
11,043
shares
|
$3.64 Million
2.66% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
11,009
shares
|
$3.63 Million
1.86% of portfolio
|
Q3 2023
Added 0.99%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
10,990
shares
|
$3.62 Million
0.45% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
10,931
shares
|
$3.6 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
10,895
shares
|
$3.59 Million
1.27% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
10,871
shares
|
$3.58 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jan 10, 2025 Q4 2024 |
10,843
shares
|
$3.57 Million
0.17% of portfolio
|
Q4 2024
Added 2.23%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
10,792
shares
|
$3.56 Million
0.94% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
10,788
shares
|
$3.56 Million
0.16% of portfolio
|
Q4 2024
Added 9.35%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Feb 14, 2025 Q4 2024 |
10,771
shares
|
$3.55 Million
0.56% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
10,754
shares
|
$3.55 Million
0.3% of portfolio
|
Q4 2024
Added 0.63%
|