Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,146 institutions that hold shares in the stock, with a total of 334 Million shares, which have been reported (via 13F filing form) to have a value of $121 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
756
shares
|
$273,331
0.03% of portfolio
|
Q2 2024
Added 36.46%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
755
shares
|
$272,970
0.05% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
755
shares
|
$272,970
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Feb 03, 2025 Q4 2024 |
755
shares
|
$272,970
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
754
shares
|
$272,608
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
754
shares
|
$272,608
0.06% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Maple Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
753
shares
|
$272,247
0.02% of portfolio
|
Q3 2024
Reduced 39.47%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
752
shares
|
$271,885
0.16% of portfolio
|
Q1 2024
Added 79.9%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
750
shares
|
$271,162
0.05% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
750
shares
|
$271,162
0.1% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
750
shares
|
$271,162
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
749
shares
|
$270,800
0.06% of portfolio
|
Q1 2024
Reduced 5.07%
|
|
|
Chico Wealth Ria
|
Jan 22, 2025 Q4 2024 |
749
shares
|
$270,800
0.24% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
748
shares
|
$270,439
0.04% of portfolio
|
Q3 2024
Reduced 34.84%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
747
shares
|
$270,077
0.09% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
746
shares
|
$269,716
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
745
shares
|
$269,354
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dorsey Wright & Associates
|
Nov 15, 2024 Q3 2024 |
743
shares
|
$268,631
0.07% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
741
shares
|
$267,908
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
741
shares
|
$267,908
0.07% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
741
shares
|
$267,908
0.16% of portfolio
|
Q4 2024
Added 6.16%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
738
shares
|
$266,823
0.12% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
736
shares
|
$266,100
0.07% of portfolio
|
Q3 2024
Reduced 21.45%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
735
shares
|
$265,739
0.13% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Dahring | Cusmano LLC
Novi, MI |
Feb 03, 2025 Q4 2024 |
733
shares
|
$265,016
0.24% of portfolio
|
Q4 2024
New holding
|