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 |
|---|---|---|---|---|---|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
7,795
shares
|
$2.57 Million
0.09% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
7,738
shares
|
$2.55 Million
0.38% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,697
shares
|
$2.54 Million
0.18% of portfolio
|
Q4 2022
Added 12.73%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
7,687
shares
|
$2.54 Million
0.06% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
7,671
shares
|
$2.53 Million
1.08% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
7,664
shares
|
$2.53 Million
0.27% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
7,638
shares
|
$2.52 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Investors Asset Management Of Georgia Inc
|
Feb 03, 2025 Q4 2024 |
7,635
shares
|
$2.52 Million
1.37% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
7,627
shares
|
$2.52 Million
0.08% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
7,624
shares
|
$2.51 Million
0.08% of portfolio
|
Q4 2024
Added 455.28%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Feb 12, 2025 Q4 2024 |
7,618
shares
|
$2.51 Million
1.62% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
7,612
shares
|
$2.51 Million
1.68% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Feb 13, 2025 Q4 2024 |
7,610
shares
|
$2.51 Million
0.68% of portfolio
|
Q4 2024
Added 6.73%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
7,590
shares
|
$2.5 Million
1.35% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
7,575
shares
|
$2.5 Million
2.21% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
D. Scott Neal, Inc.
|
Jan 14, 2025 Q4 2024 |
7,549
shares
|
$2.49 Million
1.5% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,542
shares
|
$2.49 Million
1.01% of portfolio
|
Q4 2023
Added 3.9%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
7,518
shares
|
$2.48 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,511
shares
|
$2.48 Million
0.16% of portfolio
|
Q4 2024
Added 35.33%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
7,502
shares
|
$2.47 Million
0.64% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
7,453
shares
|
$2.46 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
7,437
shares
|
$2.45 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.76%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
7,435
shares
|
$2.45 Million
1.59% of portfolio
|
Q4 2024
New holding
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
7,413
shares
|
$2.44 Million
0.48% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Brighton Jones LLC
|
Mar 04, 2025 Q4 2024 |
7,409
shares
|
$2.44 Million
0.08% of portfolio
|
Q4 2024
Added 51.51%
|