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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
6,425
shares
|
$2.16 Million
2.71% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
6,415
shares
|
$2.15 Million
0.25% of portfolio
|
Q4 2024
Reduced 12.21%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
6,412
shares
|
$2.15 Million
0.04% of portfolio
|
Q4 2024
Added 25.55%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
6,412
shares
|
$2.15 Million
0.31% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
6,404
shares
|
$2.15 Million
0.47% of portfolio
|
Q4 2024
Added 21.47%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
6,363
shares
|
$2.14 Million
0.3% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
6,363
shares
|
$2.14 Million
2.11% of portfolio
|
Q4 2024
New holding
|
|
|
Thompson Siegel & Walmsley LLC
|
Feb 10, 2025 Q4 2024 |
6,327
shares
|
$2.12 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
6,325
shares
|
$2.12 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Coastline Trust CO
|
Feb 13, 2025 Q4 2024 |
6,287
shares
|
$2.11 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
6,279
shares
|
$2.11 Million
0.17% of portfolio
|
Q4 2024
Reduced 52.1%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
6,269
shares
|
$2.11 Million
0.02% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
6,267
shares
|
$2.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
6,267
shares
|
$2.1 Million
0.53% of portfolio
|
Q4 2024
Reduced 14.12%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
6,253
shares
|
$2.1 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Wolverine Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
6,249
shares
|
$2.1 Million
0.04% of portfolio
|
Q4 2024
Added 2131.79%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
6,244
shares
|
$2.1 Million
0.39% of portfolio
|
Q4 2024
Reduced 26.32%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
6,238
shares
|
$2.09 Million
0.46% of portfolio
|
Q2 2024
Reduced 8.1%
|
|
|
Weatherly Asset Management L. P.
|
Jan 29, 2025 Q4 2024 |
6,212
shares
|
$2.09 Million
0.2% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,190
shares
|
$2.08 Million
0.01% of portfolio
|
Q4 2022
Reduced 4.11%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
6,172
shares
|
$2.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
6,162
shares
|
$2.07 Million
0.13% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Feb 18, 2025 Q4 2024 |
6,156
shares
|
$2.07 Million
1.58% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
6,153
shares
|
$2.07 Million
0.51% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Martingale Asset Management L P
Boston, MA |
Feb 13, 2025 Q4 2024 |
6,133
shares
|
$2.06 Million
0.06% of portfolio
|
Q4 2024
Reduced 28.38%
|