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 $112 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
9,236
shares
|
$3.05 Million
0.21% of portfolio
|
Q4 2024
Reduced 6.54%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
9,236
shares
|
$3.05 Million
0.56% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
First National Bank & Trust CO Of Newtown
|
Feb 03, 2025 Q4 2024 |
9,232
shares
|
$3.04 Million
0.7% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
9,217
shares
|
$3.04 Million
0.71% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Feb 12, 2025 Q4 2024 |
9,215
shares
|
$3.04 Million
2.84% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
9,199
shares
|
$3.03 Million
0.02% of portfolio
|
Q4 2024
Reduced 78.25%
|
|
|
Buckley Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
9,190
shares
|
$3.03 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
9,158
shares
|
$3.02 Million
0.19% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
9,155
shares
|
$3.02 Million
0.08% of portfolio
|
Q4 2024
Added 3.5%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
9,154
shares
|
$3.02 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
9,125
shares
|
$3.01 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,124
shares
|
$3.01 Million
0.8% of portfolio
|
Q1 2024
Added 37.49%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Feb 13, 2025 Q4 2024 |
9,097
shares
|
$3 Million
0.64% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
9,090
shares
|
$3 Million
1.28% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
9,008
shares
|
$2.97 Million
0.46% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
9,006
shares
|
$2.97 Million
0.21% of portfolio
|
Q3 2023
Added 8.15%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
8,975
shares
|
$2.96 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
Feb 04, 2025 Q4 2024 |
8,964
shares
|
$2.96 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
8,951
shares
|
$2.95 Million
1.55% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Feb 14, 2025 Q4 2024 |
8,927
shares
|
$2.94 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Feb 05, 2025 Q4 2024 |
8,916
shares
|
$2.94 Million
2.0% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
8,902
shares
|
$2.93 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
8,831
shares
|
$2.91 Million
0.89% of portfolio
|
Q4 2024
Added 46.89%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
8,804
shares
|
$2.9 Million
0.13% of portfolio
|
Q3 2022
Added 83.84%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
8,782
shares
|
$2.9 Million
0.08% of portfolio
|
Q4 2023
Added 42.91%
|