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 |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
732
shares
|
$264,654
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
731
shares
|
$264,293
0.12% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
730
shares
|
$263,931
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
730
shares
|
$263,931
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
729
shares
|
$263,569
0.08% of portfolio
|
Q3 2024
Reduced 26.88%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
728
shares
|
$263,208
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
727
shares
|
$262,846
0.09% of portfolio
|
Q3 2024
Reduced 22.16%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
727
shares
|
$262,846
0.05% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
726
shares
|
$262,485
0.1% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
725
shares
|
$262,123
0.09% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
721
shares
|
$260,677
0.16% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2024 Q3 2024 |
720
shares
|
$260,316
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
720
shares
|
$260,316
0.33% of portfolio
|
Q4 2024
Reduced 56.18%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
720
shares
|
$260,316
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
719
shares
|
$259,954
0.73% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
717
shares
|
$259,231
0.05% of portfolio
|
Q4 2024
Reduced 27.21%
|
|
|
Mbe Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
717
shares
|
$259,231
0.15% of portfolio
|
Q4 2024
Added 36.31%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
716
shares
|
$258,869
0.04% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
715
shares
|
$258,508
0.17% of portfolio
|
Q4 2021
New holding
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
714
shares
|
$258,146
0.01% of portfolio
|
Q4 2024
Reduced 2.46%
|
|
|
Kendall Capital Management
|
Nov 08, 2024 Q3 2024 |
714
shares
|
$258,146
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
714
shares
|
$258,146
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
714
shares
|
$258,146
0.16% of portfolio
|
Q4 2024
Added 30.77%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
714
shares
|
$258,146
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
713
shares
|
$257,785
0.01% of portfolio
|
Q3 2024
Reduced 89.47%
|