Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,301 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 $112 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
16,209
shares
|
$5.35 Million
0.52% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
16,186
shares
|
$5.34 Million
0.42% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
16,178
shares
|
$5.34 Million
0.4% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
16,149
shares
|
$5.33 Million
1.3% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
16,137
shares
|
$5.32 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
16,061
shares
|
$5.3 Million
0.25% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
16,016
shares
|
$5.28 Million
0.66% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
Feb 13, 2025 Q4 2024 |
15,978
shares
|
$5.27 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
15,921
shares
|
$5.25 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Mar 04, 2025 Q4 2024 |
15,919
shares
|
$5.25 Million
0.62% of portfolio
|
Q4 2024
Added 506.21%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
15,797
shares
|
$5.21 Million
0.48% of portfolio
|
Q4 2024
Added 498.6%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
15,786
shares
|
$5.21 Million
0.07% of portfolio
|
Q4 2024
Reduced 27.08%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
15,714
shares
|
$5.18 Million
0.31% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
15,663
shares
|
$5.17 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
15,639
shares
|
$5.16 Million
0.33% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
15,631
shares
|
$5.16 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
15,454
shares
|
$5.1 Million
2.27% of portfolio
|
Q4 2024
Reduced 5.45%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
15,447
shares
|
$5.09 Million
2.09% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
15,329
shares
|
$5.06 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
15,295
shares
|
$5.04 Million
0.06% of portfolio
|
Q4 2024
Added 3.99%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
15,271
shares
|
$5.04 Million
0.32% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
15,143
shares
|
$4.99 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Chicago Capital, LLC
|
Jan 24, 2025 Q4 2024 |
15,139
shares
|
$4.99 Million
0.15% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Tci Wealth Advisors, Inc.
|
Jan 23, 2025 Q4 2024 |
15,115
shares
|
$4.98 Million
0.49% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Richard Bernstein Advisors LLC
|
Feb 04, 2025 Q4 2024 |
15,072
shares
|
$4.97 Million
0.12% of portfolio
|
Q2 2024
Added 0.01%
|