Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,283 institutions that hold shares in the stock, with a total of 342 Million shares, which have been reported (via 13F filing form) to have a value of $101 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
772
shares
|
$227,161
0.01% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
771
shares
|
$226,866
0.14% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
770
shares
|
$226,572
0.04% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Mar 06, 2025 Q4 2024 |
768
shares
|
$225,984
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
765
shares
|
$225,101
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Apr 17, 2025 Q1 2025 |
763
shares
|
$224,512
0.01% of portfolio
|
Q1 2025
Reduced 56.33%
|
|
|
Mps Loria Financial Planners, LLC
|
Jan 14, 2025 Q4 2024 |
763
shares
|
$224,512
0.08% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Feb 12, 2025 Q4 2024 |
763
shares
|
$224,512
0.19% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
762
shares
|
$224,218
0.09% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jan 27, 2025 Q4 2024 |
761
shares
|
$223,924
0.03% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
758
shares
|
$223,041
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
756
shares
|
$222,453
0.04% of portfolio
|
Q4 2023
Reduced 9.24%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
756
shares
|
$222,453
0.03% of portfolio
|
Q2 2024
Added 36.46%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Feb 03, 2025 Q4 2024 |
755
shares
|
$222,158
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Lean Asset Management Corp
|
Apr 09, 2025 Q1 2025 |
754
shares
|
$221,864
0.07% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 04, 2025 Q1 2025 |
752
shares
|
$221,276
0.16% of portfolio
|
Q1 2024
Added 79.9%
|
|
|
Leibman Financial Services, Inc.
Louisville, NE |
Apr 09, 2025 Q1 2025 |
751
shares
|
$220,981
0.19% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Elk River Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
750
shares
|
$220,687
0.05% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
750
shares
|
$220,687
0.1% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
750
shares
|
$220,687
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
749
shares
|
$220,393
0.06% of portfolio
|
Q1 2024
Reduced 5.07%
|
|
|
Chico Wealth Ria
|
Jan 22, 2025 Q4 2024 |
749
shares
|
$220,393
0.24% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Feb 12, 2025 Q4 2024 |
749
shares
|
$220,393
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
747
shares
|
$219,804
0.08% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
746
shares
|
$219,510
0.03% of portfolio
|
Q1 2025
Reduced 2.61%
|