Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,300 institutions that hold shares in the stock, with a total of 338 Million shares, which have been reported (via 13F filing form) to have a value of $116 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
25,747
shares
|
$8.8 Million
0.25% of portfolio
|
Q4 2024
Added 17.96%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
25,736
shares
|
$8.79 Million
0.14% of portfolio
|
Q4 2024
Reduced 11.47%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jan 29, 2025 Q4 2024 |
25,729
shares
|
$8.79 Million
2.13% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
25,604
shares
|
$8.75 Million
0.22% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
25,552
shares
|
$8.73 Million
0.55% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Tufton Capital Management
|
Feb 05, 2025 Q4 2024 |
25,464
shares
|
$8.7 Million
1.75% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
25,395
shares
|
$8.68 Million
0.37% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
25,328
shares
|
$8.65 Million
2.59% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
25,319
shares
|
$8.65 Million
0.28% of portfolio
|
Q3 2023
Added 8.91%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
25,251
shares
|
$8.63 Million
1.69% of portfolio
|
Q4 2024
Added 4.13%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
25,173
shares
|
$8.6 Million
0.09% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
Feb 13, 2025 Q4 2024 |
25,118
shares
|
$8.58 Million
3.06% of portfolio
|
Q3 2023
Added 24.85%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
24,946
shares
|
$8.52 Million
0.33% of portfolio
|
Q2 2024
Added 38.59%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
24,809
shares
|
$8.48 Million
0.82% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
24,793
shares
|
$8.47 Million
1.05% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
24,628
shares
|
$8.41 Million
0.06% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
24,404
shares
|
$8.34 Million
0.88% of portfolio
|
Q4 2024
Added 8.35%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
24,287
shares
|
$8.3 Million
0.07% of portfolio
|
Q4 2024
Added 41.83%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
24,136
shares
|
$8.25 Million
3.64% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
23,948
shares
|
$8.18 Million
1.14% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Feb 14, 2025 Q4 2024 |
23,924
shares
|
$8.17 Million
0.38% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
23,806
shares
|
$8.13 Million
0.37% of portfolio
|
Q4 2024
Added 38.9%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
23,678
shares
|
$8.09 Million
0.2% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Imc Chicago, LLC
|
Jan 27, 2025 Q4 2024 |
23,644
shares
|
$8.08 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
23,592
shares
|
$8.06 Million
0.26% of portfolio
|
Q4 2024
Added 1.39%
|