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 |
|---|---|---|---|---|---|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,103
shares
|
$1.71 Million
0.12% of portfolio
|
Q3 2023
Reduced 1.9%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
5,090
shares
|
$1.71 Million
0.1% of portfolio
|
Q4 2024
Reduced 12.86%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
5,078
shares
|
$1.71 Million
0.15% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,050
shares
|
$1.7 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
Feb 03, 2025 Q4 2024 |
5,046
shares
|
$1.69 Million
1.86% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
Feb 14, 2025 Q4 2024 |
5,045
shares
|
$1.69 Million
0.86% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Feb 12, 2025 Q4 2024 |
5,040
shares
|
$1.69 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,037
shares
|
$1.69 Million
0.02% of portfolio
|
Q4 2023
Reduced 8.47%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
5,029
shares
|
$1.69 Million
0.92% of portfolio
|
Q4 2024
Added 489.57%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
5,028
shares
|
$1.69 Million
0.23% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
5,024
shares
|
$1.69 Million
0.19% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
5,018
shares
|
$1.68 Million
0.09% of portfolio
|
Q3 2022
Reduced 2.9%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
5,002
shares
|
$1.68 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 29, 2025 Q4 2024 |
5,002
shares
|
$1.68 Million
0.32% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
5,000
shares
|
$1.68 Million
1.29% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
4,990
shares
|
$1.68 Million
0.07% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Guardian Investment Management
|
Jan 16, 2025 Q4 2024 |
4,987
shares
|
$1.67 Million
1.25% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
4,982
shares
|
$1.67 Million
0.22% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
4,977
shares
|
$1.67 Million
0.19% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
4,961
shares
|
$1.67 Million
0.09% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
4,960
shares
|
$1.67 Million
0.4% of portfolio
|
Q4 2024
Added 41.55%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
4,956
shares
|
$1.66 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
4,950
shares
|
$1.66 Million
0.09% of portfolio
|
Q4 2024
Added 6.68%
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
4,942
shares
|
$1.66 Million
0.35% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Feb 13, 2025 Q4 2024 |
4,942
shares
|
$1.66 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.91%
|