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 |
|---|---|---|---|---|---|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
10,126
shares
|
$3.34 Million
0.14% of portfolio
|
Q2 2022
Added 11.63%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
10,108
shares
|
$3.33 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
10,096
shares
|
$3.33 Million
0.08% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
10,062
shares
|
$3.32 Million
0.12% of portfolio
|
Q4 2024
Added 89.21%
|
|
|
Natixis
Paris, I0 |
Feb 13, 2025 Q4 2024 |
10,055
shares
|
$3.32 Million
0.02% of portfolio
|
Q4 2024
Reduced 90.43%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Feb 03, 2025 Q4 2024 |
10,023
shares
|
$3.3 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
10,005
shares
|
$3.3 Million
0.36% of portfolio
|
Q4 2024
Added 15.21%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Feb 12, 2025 Q4 2024 |
9,996
shares
|
$3.3 Million
0.18% of portfolio
|
Q4 2024
Added 24.81%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
9,966
shares
|
$3.29 Million
0.38% of portfolio
|
Q4 2024
Added 193.55%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
9,961
shares
|
$3.28 Million
0.44% of portfolio
|
Q4 2024
Added 894.11%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
9,937
shares
|
$3.28 Million
0.12% of portfolio
|
Q4 2024
Reduced 26.57%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
9,935
shares
|
$3.28 Million
0.13% of portfolio
|
Q4 2024
Added 12.29%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Feb 03, 2025 Q4 2024 |
9,892
shares
|
$3.26 Million
0.78% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
First Dallas Securities Inc.
|
Jan 24, 2025 Q4 2024 |
9,868
shares
|
$3.25 Million
1.49% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Cumberland Advisors Inc
|
Jan 08, 2025 Q4 2024 |
9,850
shares
|
$3.25 Million
1.43% of portfolio
|
Q1 2022
Added 3.14%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
9,849
shares
|
$3.25 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
9,836
shares
|
$3.24 Million
0.43% of portfolio
|
Q4 2024
Reduced 10.03%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
9,803
shares
|
$3.23 Million
0.14% of portfolio
|
Q1 2024
Added 31.97%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
9,800
shares
|
$3.23 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
9,798
shares
|
$3.23 Million
0.38% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
9,794
shares
|
$3.23 Million
0.14% of portfolio
|
Q4 2024
Added 102.82%
|
|
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
9,746
shares
|
$3.21 Million
0.85% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Mill Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
9,737
shares
|
$3.21 Million
0.29% of portfolio
|
Q4 2023
Reduced 1.31%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Jan 29, 2025 Q4 2024 |
9,667
shares
|
$3.19 Million
0.93% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
9,656
shares
|
$3.18 Million
0.14% of portfolio
|
Q4 2024
Added 0.88%
|