Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,291 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 $113 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
617
shares
|
$203,486
0.26% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
616
shares
|
$203,156
0.1% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Feb 11, 2025 Q4 2024 |
615
shares
|
$202,827
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
614
shares
|
$202,497
0.02% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
614
shares
|
$202,497
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Counsel LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
611
shares
|
$201,507
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
611
shares
|
$201,507
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
611
shares
|
$201,507
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
610
shares
|
$201,178
0.03% of portfolio
|
Q4 2024
Reduced 23.37%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
610
shares
|
$201,178
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
610
shares
|
$201,178
0.01% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Significant Wealth Partners LLC
Cary, IL |
Feb 11, 2025 Q4 2024 |
609
shares
|
$200,848
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
608
shares
|
$200,518
0.0% of portfolio
|
Q4 2024
Added 7.04%
|
|
|
Unison Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
606
shares
|
$199,858
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
606
shares
|
$199,858
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
605
shares
|
$199,529
0.06% of portfolio
|
Q3 2024
Reduced 35.29%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
605
shares
|
$199,529
0.07% of portfolio
|
Q4 2024
Added 5.03%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
604
shares
|
$199,199
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
604
shares
|
$199,199
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
602
shares
|
$198,539
0.07% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
600
shares
|
$197,880
0.04% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jan 22, 2025 Q4 2024 |
600
shares
|
$197,880
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jan 30, 2025 Q4 2024 |
600
shares
|
$197,880
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
600
shares
|
$197,880
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
598
shares
|
$197,220
0.04% of portfolio
|
Q4 2024
Reduced 40.08%
|