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 |
|---|---|---|---|---|---|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
6,129
shares
|
$2.06 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
6,123
shares
|
$2.06 Million
0.51% of portfolio
|
Q4 2024
Reduced 15.16%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
6,122
shares
|
$2.06 Million
0.09% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Oak Asset Management, LLC
|
Jan 13, 2025 Q4 2024 |
6,120
shares
|
$2.05 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
6,115
shares
|
$2.05 Million
1.45% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
6,101
shares
|
$2.05 Million
0.34% of portfolio
|
Q4 2022
Reduced 1.31%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
6,100
shares
|
$2.05 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
6,096
shares
|
$2.05 Million
0.26% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
6,092
shares
|
$2.05 Million
0.03% of portfolio
|
Q3 2024
Reduced 17.74%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
6,089
shares
|
$2.04 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jan 23, 2025 Q4 2024 |
6,089
shares
|
$2.04 Million
0.49% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
6,072
shares
|
$2.04 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,053
shares
|
$2.03 Million
0.2% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
6,053
shares
|
$2.03 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
6,040
shares
|
$2.03 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
6,040
shares
|
$2.03 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
6,036
shares
|
$2.03 Million
0.25% of portfolio
|
Q4 2024
Added 66.46%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
6,033
shares
|
$2.03 Million
0.15% of portfolio
|
Q4 2024
Added 15.64%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Jan 17, 2025 Q4 2024 |
6,000
shares
|
$2.01 Million
1.12% of portfolio
|
Q4 2023
New holding
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
5,982
shares
|
$2.01 Million
1.09% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
5,981
shares
|
$2.01 Million
0.3% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
5,973
shares
|
$2.01 Million
0.58% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
5,972
shares
|
$2.01 Million
0.29% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Feb 14, 2025 Q4 2024 |
5,972
shares
|
$2.01 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
5,958
shares
|
$2 Million
2.24% of portfolio
|
Q1 2024
Reduced 36.95%
|