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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
9,632
shares
|
$3.18 Million
0.38% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,620
shares
|
$3.17 Million
1.56% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
9,608
shares
|
$3.17 Million
1.09% of portfolio
|
Q4 2023
Added 0.08%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
9,583
shares
|
$3.16 Million
0.1% of portfolio
|
Q4 2024
Added 25.38%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
9,557
shares
|
$3.15 Million
0.13% of portfolio
|
Q4 2024
Added 26.7%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
9,544
shares
|
$3.15 Million
0.24% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
9,539
shares
|
$3.14 Million
0.49% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
9,538
shares
|
$3.14 Million
0.56% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
9,481
shares
|
$3.13 Million
2.08% of portfolio
|
Q2 2023
Reduced 2.72%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
9,478
shares
|
$3.12 Million
0.81% of portfolio
|
Q4 2024
Added 54.64%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
9,477
shares
|
$3.12 Million
0.73% of portfolio
|
Q4 2024
Reduced 7.71%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Feb 13, 2025 Q4 2024 |
9,429
shares
|
$3.11 Million
1.99% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
9,404
shares
|
$3.1 Million
0.38% of portfolio
|
Q2 2023
Added 0.75%
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
9,403
shares
|
$3.1 Million
2.06% of portfolio
|
Q4 2024
Reduced 4.96%
|
|
|
Palisade Asset Management, LLC
|
Feb 11, 2025 Q4 2024 |
9,382
shares
|
$3.09 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
9,380
shares
|
$3.09 Million
0.63% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
9,372
shares
|
$3.09 Million
0.16% of portfolio
|
Q4 2024
Reduced 18.11%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
9,364
shares
|
$3.09 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
9,316
shares
|
$3.07 Million
0.13% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Hudock, Inc.
|
Jan 29, 2025 Q4 2024 |
9,311
shares
|
$3.07 Million
0.59% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
9,305
shares
|
$3.07 Million
0.22% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
9,298
shares
|
$3.07 Million
0.95% of portfolio
|
Q3 2023
Added 0.58%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
9,285
shares
|
$3.06 Million
1.12% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
9,259
shares
|
$3.05 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
9,258
shares
|
$3.05 Million
1.56% of portfolio
|
Q4 2024
Reduced 1.16%
|