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 |
|---|---|---|---|---|---|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
15,003
shares
|
$4.95 Million
2.77% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$4.95 Million
0.29% of portfolio
|
Q3 2020
Added 30.43%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
14,991
shares
|
$4.94 Million
2.99% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
14,972
shares
|
$4.94 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
14,924
shares
|
$4.92 Million
1.52% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Groupe La Francaise
Paris, I0 |
Feb 14, 2025 Q4 2024 |
14,922
shares
|
$4.92 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
14,914
shares
|
$4.92 Million
0.18% of portfolio
|
Q4 2024
Added 15.28%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
14,913
shares
|
$4.92 Million
0.22% of portfolio
|
Q4 2024
Reduced 15.92%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
14,857
shares
|
$4.9 Million
0.22% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
14,830
shares
|
$4.89 Million
0.15% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,790
shares
|
$4.88 Million
1.18% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
14,719
shares
|
$4.85 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.71%
|
|
|
Malaga Cove Capital, LLC
|
Feb 14, 2025 Q4 2024 |
14,679
shares
|
$4.84 Million
2.23% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
14,667
shares
|
$4.84 Million
0.53% of portfolio
|
Q4 2024
Added 2098.95%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
14,660
shares
|
$4.83 Million
0.37% of portfolio
|
Q4 2024
Added 5.01%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
14,594
shares
|
$4.81 Million
0.39% of portfolio
|
Q2 2024
Added 8.38%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
14,547
shares
|
$4.8 Million
1.05% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
14,543
shares
|
$4.8 Million
2.63% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
14,494
shares
|
$4.78 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
14,490
shares
|
$4.78 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
14,436
shares
|
$4.76 Million
0.01% of portfolio
|
Q4 2023
Reduced 57.59%
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
14,394
shares
|
$4.75 Million
2.27% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
14,393
shares
|
$4.75 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Montgomery Investment Management Inc
|
Jan 27, 2025 Q4 2024 |
14,373
shares
|
$4.74 Million
2.15% of portfolio
|
Q4 2024
Reduced 7.15%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
14,358
shares
|
$4.74 Million
0.26% of portfolio
|
Q4 2024
Added 1.27%
|