Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,134 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $136 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrity Wealth Solutions LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
621
shares
|
$253,138
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
620
shares
|
$252,730
0.09% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
620
shares
|
$252,730
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
619
shares
|
$252,322
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bourne Lent Asset Management Inc
|
Jan 17, 2025 Q4 2024 |
618
shares
|
$251,915
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
617
shares
|
$251,507
0.26% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
615
shares
|
$250,692
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
614
shares
|
$250,284
0.02% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Capital Counsel LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
611
shares
|
$249,061
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
611
shares
|
$249,061
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
610
shares
|
$248,654
0.01% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
610
shares
|
$248,654
0.2% of portfolio
|
Q3 2024
Added 281.25%
|
|
|
Unison Asset Management LLC
|
Nov 13, 2024 Q3 2024 |
606
shares
|
$247,023
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
606
shares
|
$247,023
0.08% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
605
shares
|
$246,616
0.06% of portfolio
|
Q3 2024
Reduced 35.29%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
605
shares
|
$246,616
0.07% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
602
shares
|
$245,393
0.07% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Nov 15, 2024 Q3 2024 |
601
shares
|
$244,985
0.29% of portfolio
|
Q3 2024
Reduced 92.85%
|
|
|
Weybosset Research & Management LLC
|
Jan 10, 2025 Q4 2024 |
600
shares
|
$244,578
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
600
shares
|
$244,578
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
600
shares
|
$244,578
0.04% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jan 22, 2025 Q4 2024 |
600
shares
|
$244,578
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
598
shares
|
$243,762
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
598
shares
|
$243,762
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Holdings, Inc.
|
Oct 10, 2024 Q3 2024 |
596
shares
|
$242,947
0.08% of portfolio
|
Q3 2024
New holding
|