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 |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
383
shares
|
$126,313
0.03% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
382
shares
|
$125,983
0.01% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
378
shares
|
$124,664
0.04% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
372
shares
|
$122,685
0.03% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
370
shares
|
$122,026
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mizuho Securities Co. Ltd.
|
Feb 11, 2025 Q4 2024 |
370
shares
|
$122,026
2.14% of portfolio
|
Q4 2024
Reduced 80.83%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
369
shares
|
$121,696
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
368
shares
|
$121,366
0.08% of portfolio
|
Q4 2024
Reduced 4.66%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
363
shares
|
$119,717
0.0% of portfolio
|
Q4 2024
Added 626.0%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
352
shares
|
$116,089
0.07% of portfolio
|
Q2 2023
Added 0.28%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
350
shares
|
$115,430
0.02% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
350
shares
|
$115,430
0.05% of portfolio
|
Q4 2024
Reduced 28.43%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Feb 14, 2025 Q4 2024 |
350
shares
|
$115,430
0.11% of portfolio
|
Q4 2024
Reduced 42.62%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
346
shares
|
$114,110
0.0% of portfolio
|
Q4 2024
Added 117.61%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
345
shares
|
$113,781
0.05% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
344
shares
|
$113,451
0.08% of portfolio
|
Q4 2024
Reduced 26.65%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
342
shares
|
$112,791
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
329
shares
|
$108,504
0.03% of portfolio
|
Q3 2024
Reduced 35.24%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
323
shares
|
$106,525
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
321
shares
|
$105,865
0.02% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
320
shares
|
$105,536
0.0% of portfolio
|
Q3 2023
Reduced 1.84%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
319
shares
|
$105,206
0.04% of portfolio
|
Q4 2024
Reduced 99.74%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Feb 14, 2025 Q4 2024 |
316
shares
|
$104,216
0.08% of portfolio
|
Q4 2024
Reduced 46.26%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
315
shares
|
$103,887
0.01% of portfolio
|
Q1 2025
Added 35.19%
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
308
shares
|
$101,578
0.08% of portfolio
|
Q4 2024
New holding
|