Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,302 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 |
|---|---|---|---|---|---|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
13,713
shares
|
$4.52 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
13,704
shares
|
$4.52 Million
0.29% of portfolio
|
Q4 2022
Reduced 0.35%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
13,536
shares
|
$4.46 Million
1.41% of portfolio
|
Q4 2024
Added 30.67%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Feb 06, 2025 Q4 2024 |
13,514
shares
|
$4.46 Million
2.52% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
13,464
shares
|
$4.44 Million
0.3% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Altrius Capital Management Inc
New Bern, NC |
Feb 05, 2025 Q4 2024 |
13,461
shares
|
$4.44 Million
1.33% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
13,368
shares
|
$4.41 Million
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Tema Etfs LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,328
shares
|
$4.4 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
13,308
shares
|
$4.39 Million
0.04% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
13,305
shares
|
$4.39 Million
2.57% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Feb 07, 2025 Q4 2024 |
13,300
shares
|
$4.39 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Liberty One Investment Management, LLC
|
Jan 16, 2025 Q4 2024 |
13,264
shares
|
$4.37 Million
0.53% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Traynor Capital Management, Inc.
|
Jan 17, 2025 Q4 2024 |
13,260
shares
|
$4.37 Million
0.33% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
13,253
shares
|
$4.37 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
13,230
shares
|
$4.36 Million
1.95% of portfolio
|
Q2 2022
Added 14.24%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
13,212
shares
|
$4.36 Million
0.35% of portfolio
|
Q4 2024
Added 8.39%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
13,167
shares
|
$4.34 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
13,154
shares
|
$4.34 Million
1.61% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
13,128
shares
|
$4.33 Million
0.94% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
13,119
shares
|
$4.33 Million
0.06% of portfolio
|
Q4 2024
Reduced 40.73%
|
|
|
Iron Bridge Private Wealth, LLC
|
Feb 13, 2025 Q4 2024 |
13,102
shares
|
$4.32 Million
1.83% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13,095
shares
|
$4.32 Million
0.32% of portfolio
|
Q3 2022
Added 211.27%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
13,093
shares
|
$4.32 Million
0.01% of portfolio
|
Q4 2024
Added 49.36%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
13,063
shares
|
$4.31 Million
0.51% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
12,917
shares
|
$4.26 Million
0.15% of portfolio
|
Q4 2024
Reduced 20.16%
|