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 |
|---|---|---|---|---|---|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
7,402
shares
|
$2.54 Million
0.39% of portfolio
|
Q3 2023
Reduced 7.2%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
7,331
shares
|
$2.51 Million
0.14% of portfolio
|
Q4 2024
Added 7.08%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
7,326
shares
|
$2.51 Million
0.7% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
7,324
shares
|
$2.51 Million
1.5% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
7,299
shares
|
$2.5 Million
0.92% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
7,299
shares
|
$2.5 Million
0.76% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
7,274
shares
|
$2.49 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
7,273
shares
|
$2.49 Million
0.93% of portfolio
|
Q4 2024
Added 23.02%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
7,237
shares
|
$2.48 Million
0.55% of portfolio
|
Q4 2024
Added 3.64%
|
|
|
Trust Investment Advisors
|
Feb 11, 2025 Q4 2024 |
7,221
shares
|
$2.47 Million
1.73% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
7,198
shares
|
$2.47 Million
0.41% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Feb 10, 2025 Q4 2024 |
7,188
shares
|
$2.46 Million
0.04% of portfolio
|
Q4 2024
Reduced 78.49%
|
|
|
Lake Street Financial LLC
|
Jan 15, 2025 Q4 2024 |
7,179
shares
|
$2.46 Million
0.43% of portfolio
|
Q4 2024
Added 3.95%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
7,170
shares
|
$2.46 Million
0.91% of portfolio
|
Q3 2024
Reduced 14.77%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
7,148
shares
|
$2.45 Million
1.48% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
7,147
shares
|
$2.45 Million
0.19% of portfolio
|
Q4 2024
Added 7.93%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
7,128
shares
|
$2.44 Million
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
7,124
shares
|
$2.44 Million
0.03% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
G&S Capital LLC
|
Jan 29, 2025 Q4 2024 |
7,121
shares
|
$2.44 Million
1.12% of portfolio
|
Q4 2024
Reduced 11.39%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
7,117
shares
|
$2.44 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
7,104
shares
|
$2.43 Million
2.0% of portfolio
|
Q4 2023
Reduced 0.82%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
7,075
shares
|
$2.42 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
7,060
shares
|
$2.42 Million
0.52% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
7,048
shares
|
$2.41 Million
0.05% of portfolio
|
Q4 2024
Added 14.55%
|
|
|
Bcm Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
7,043
shares
|
$2.41 Million
0.59% of portfolio
|
Q4 2024
Reduced 0.18%
|