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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
5,358
shares
|
$1.8 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
5,356
shares
|
$1.8 Million
0.13% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
5,345
shares
|
$1.79 Million
0.08% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
5,341
shares
|
$1.79 Million
0.67% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
5,334
shares
|
$1.79 Million
0.26% of portfolio
|
Q2 2024
Added 137.7%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
5,294
shares
|
$1.78 Million
0.19% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
5,284
shares
|
$1.77 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
5,263
shares
|
$1.77 Million
0.44% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
5,260
shares
|
$1.77 Million
0.1% of portfolio
|
Q4 2024
Added 52.2%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
5,256
shares
|
$1.76 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.81%
|
|
|
Lgt Fund Management CO Ltd.
|
Feb 06, 2025 Q4 2024 |
5,249
shares
|
$1.76 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
5,248
shares
|
$1.76 Million
0.16% of portfolio
|
Q4 2024
Added 92.38%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
5,213
shares
|
$1.75 Million
0.21% of portfolio
|
Q4 2024
Added 10.96%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
5,208
shares
|
$1.75 Million
0.14% of portfolio
|
Q4 2024
Added 105.2%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
5,204
shares
|
$1.75 Million
2.08% of portfolio
|
Q4 2024
New holding
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
5,202
shares
|
$1.75 Million
0.67% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Benedict Financial Advisors Inc
|
Jan 28, 2025 Q4 2024 |
5,193
shares
|
$1.74 Million
0.46% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
5,190
shares
|
$1.74 Million
0.14% of portfolio
|
Q4 2024
Reduced 54.8%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
5,169
shares
|
$1.74 Million
0.13% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,163
shares
|
$1.73 Million
0.04% of portfolio
|
Q4 2024
Reduced 66.43%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
5,160
shares
|
$1.73 Million
1.5% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
5,153
shares
|
$1.73 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
5,127
shares
|
$1.72 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Feb 12, 2025 Q4 2024 |
5,110
shares
|
$1.72 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
5,105
shares
|
$1.71 Million
0.88% of portfolio
|
Q4 2024
Reduced 0.87%
|