Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,302 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 |
|---|---|---|---|---|---|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
8,235
shares
|
$2.72 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Graphene Investments Sas
Paris, I0 |
Jan 28, 2025 Q4 2024 |
8,200
shares
|
$2.7 Million
2.05% of portfolio
|
Q3 2024
Reduced 11.83%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
8,170
shares
|
$2.69 Million
0.1% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
8,131
shares
|
$2.68 Million
1.11% of portfolio
|
Q4 2024
Added 382.27%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
8,087
shares
|
$2.67 Million
1.13% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
8,063
shares
|
$2.66 Million
0.08% of portfolio
|
Q4 2024
Added 22.69%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
8,035
shares
|
$2.65 Million
0.01% of portfolio
|
Q4 2024
Reduced 29.9%
|
|
|
Mission Wealth Management, LP
|
Feb 06, 2025 Q4 2024 |
8,019
shares
|
$2.64 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Feb 14, 2025 Q4 2024 |
7,990
shares
|
$2.64 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Feb 11, 2025 Q4 2024 |
7,988
shares
|
$2.63 Million
1.65% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
7,967
shares
|
$2.63 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
7,965
shares
|
$2.63 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
7,943
shares
|
$2.62 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jan 29, 2025 Q4 2024 |
7,930
shares
|
$2.62 Million
2.16% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
7,919
shares
|
$2.61 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Fruth Investment Management
|
Jan 27, 2025 Q4 2024 |
7,903
shares
|
$2.61 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
7,881
shares
|
$2.6 Million
0.28% of portfolio
|
Q4 2022
Added 3.18%
|
|
|
Field & Main Bank
|
Jan 23, 2025 Q4 2024 |
7,881
shares
|
$2.6 Million
1.02% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
7,874
shares
|
$2.6 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Oxbow Advisors, LLC
Corpus Christi, TX |
Feb 03, 2025 Q4 2024 |
7,844
shares
|
$2.59 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
7,821
shares
|
$2.58 Million
0.05% of portfolio
|
Q2 2020
Reduced 19.03%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
7,817
shares
|
$2.58 Million
0.13% of portfolio
|
Q4 2024
Added 13.27%
|
|
|
Lowe Brockenbrough & CO Inc
|
Feb 11, 2025 Q4 2024 |
7,801
shares
|
$2.57 Million
0.18% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
7,800
shares
|
$2.57 Million
0.69% of portfolio
|
Q2 2018
New holding
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
7,795
shares
|
$2.57 Million
0.77% of portfolio
|
Q4 2024
Reduced 20.06%
|