Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,299 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 $114 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
6,674
shares
|
$2.24 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
6,668
shares
|
$2.24 Million
0.65% of portfolio
|
Q4 2024
Reduced 4.43%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
6,665
shares
|
$2.24 Million
0.01% of portfolio
|
Q4 2024
Added 5850.89%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
6,661
shares
|
$2.24 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
6,650
shares
|
$2.23 Million
0.43% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Feb 14, 2025 Q4 2024 |
6,626
shares
|
$2.22 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
6,615
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2022
Added 0.09%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
6,608
shares
|
$2.22 Million
1.21% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
6,606
shares
|
$2.22 Million
0.07% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,580
shares
|
$2.21 Million
0.75% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
6,572
shares
|
$2.21 Million
0.35% of portfolio
|
Q1 2023
Added 0.46%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
6,559
shares
|
$2.2 Million
0.07% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
6,553
shares
|
$2.2 Million
0.27% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,526
shares
|
$2.19 Million
1.12% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
6,512
shares
|
$2.19 Million
0.38% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
44 Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
6,508
shares
|
$2.19 Million
0.92% of portfolio
|
Q4 2024
Reduced 7.48%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
6,507
shares
|
$2.18 Million
0.28% of portfolio
|
Q4 2024
Added 6407.0%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Feb 11, 2025 Q4 2024 |
6,501
shares
|
$2.18 Million
1.06% of portfolio
|
Q4 2024
Added 211.2%
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
6,489
shares
|
$2.18 Million
1.13% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
6,474
shares
|
$2.17 Million
0.11% of portfolio
|
Q4 2024
Added 15.55%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jan 27, 2025 Q4 2024 |
6,457
shares
|
$2.17 Million
1.45% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,442
shares
|
$2.16 Million
0.12% of portfolio
|
Q2 2023
Added 35.85%
|
|
|
Eads & Heald Wealth Management
|
Jan 17, 2025 Q4 2024 |
6,442
shares
|
$2.16 Million
1.15% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,434
shares
|
$2.16 Million
0.14% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
6,433
shares
|
$2.16 Million
0.69% of portfolio
|
Q3 2022
Added 4.91%
|