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 |
|---|---|---|---|---|---|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
10,729
shares
|
$3.54 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
10,699
shares
|
$3.53 Million
0.09% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
10,692
shares
|
$3.53 Million
0.56% of portfolio
|
Q4 2024
Reduced 9.27%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
10,666
shares
|
$3.52 Million
0.24% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
10,653
shares
|
$3.51 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
10,605
shares
|
$3.5 Million
1.05% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
10,603
shares
|
$3.5 Million
0.32% of portfolio
|
Q4 2024
Added 25.15%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,574
shares
|
$3.49 Million
1.32% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
10,569
shares
|
$3.48 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
10,506
shares
|
$3.46 Million
0.2% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
10,492
shares
|
$3.46 Million
0.1% of portfolio
|
Q4 2024
Added 6.93%
|
|
|
Capital Investment Counsel, Inc
|
Feb 03, 2025 Q4 2024 |
10,480
shares
|
$3.46 Million
0.58% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
10,389
shares
|
$3.43 Million
0.13% of portfolio
|
Q2 2022
Added 16.36%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
10,351
shares
|
$3.41 Million
0.05% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
10,343
shares
|
$3.41 Million
0.13% of portfolio
|
Q4 2024
Added 27.41%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Nov 14, 2024 Q3 2024 |
10,335
shares
|
$3.41 Million
1.99% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
10,327
shares
|
$3.4 Million
0.11% of portfolio
|
Q4 2024
Added 157.4%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
10,227
shares
|
$3.37 Million
0.97% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
10,222
shares
|
$3.37 Million
0.25% of portfolio
|
Q2 2022
Added 3.6%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Feb 14, 2025 Q4 2024 |
10,205
shares
|
$3.36 Million
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
10,196
shares
|
$3.36 Million
0.98% of portfolio
|
Q4 2024
Added 3.72%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
10,167
shares
|
$3.35 Million
0.06% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
10,158
shares
|
$3.35 Million
0.14% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
10,153
shares
|
$3.35 Million
0.46% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
10,132
shares
|
$3.34 Million
0.27% of portfolio
|
Q4 2024
Added 7.43%
|