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 |
|---|---|---|---|---|---|
|
Beaton Management Co. Inc.
Haverhill, MA |
Jan 31, 2025 Q4 2024 |
5,653
shares
|
$1.9 Million
1.03% of portfolio
|
Q3 2023
Reduced 2.92%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
5,650
shares
|
$1.9 Million
0.19% of portfolio
|
Q4 2024
Added 14.23%
|
|
|
Lgt Group Foundation
|
Feb 06, 2025 Q4 2024 |
5,650
shares
|
$1.9 Million
0.03% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
5,616
shares
|
$1.89 Million
0.25% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Bnp Paribas
New York, NY |
Feb 14, 2025 Q4 2024 |
5,615
shares
|
$1.89 Million
0.09% of portfolio
|
Q4 2024
Added 31.93%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,608
shares
|
$1.88 Million
0.09% of portfolio
|
Q3 2022
Added 3.6%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
5,595
shares
|
$1.88 Million
0.23% of portfolio
|
Q1 2023
Added 0.25%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
5,594
shares
|
$1.88 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Corundum Group, Inc.
|
Jan 16, 2025 Q4 2024 |
5,592
shares
|
$1.88 Million
0.76% of portfolio
|
Q4 2024
Added 70.59%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Mar 06, 2025 Q4 2024 |
5,565
shares
|
$1.87 Million
2.26% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
5,547
shares
|
$1.86 Million
0.18% of portfolio
|
Q4 2024
Reduced 9.33%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
5,533
shares
|
$1.86 Million
0.47% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
5,514
shares
|
$1.85 Million
0.12% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
5,514
shares
|
$1.85 Million
0.31% of portfolio
|
Q1 2023
New holding
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Feb 13, 2025 Q4 2024 |
5,502
shares
|
$1.85 Million
0.76% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,478
shares
|
$1.84 Million
0.41% of portfolio
|
Q4 2024
Added 7.12%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
5,478
shares
|
$1.84 Million
0.22% of portfolio
|
Q4 2024
Added 20.16%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
5,455
shares
|
$1.83 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,455
shares
|
$1.83 Million
0.47% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
5,442
shares
|
$1.83 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
5,441
shares
|
$1.83 Million
0.16% of portfolio
|
Q4 2024
Reduced 99.75%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
5,421
shares
|
$1.82 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
5,409
shares
|
$1.82 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
5,400
shares
|
$1.81 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
5,366
shares
|
$1.8 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.33%
|