Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,298 institutions that hold shares in the stock, with a total of 339 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 |
|---|---|---|---|---|---|
|
Princeton Capital Management LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
4,939
shares
|
$1.66 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
4,915
shares
|
$1.65 Million
0.52% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
4,915
shares
|
$1.65 Million
0.42% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
4,913
shares
|
$1.65 Million
0.34% of portfolio
|
Q2 2022
Reduced 2.01%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
4,913
shares
|
$1.65 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
4,909
shares
|
$1.65 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,907
shares
|
$1.65 Million
0.33% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Moody National Bank Trust Division
|
Jan 13, 2025 Q4 2024 |
4,904
shares
|
$1.65 Million
0.19% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Feb 04, 2025 Q4 2024 |
4,895
shares
|
$1.65 Million
1.27% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
4,876
shares
|
$1.64 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Diamant Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
4,858
shares
|
$1.63 Million
1.13% of portfolio
|
Q1 2024
Reduced 1.56%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
4,856
shares
|
$1.63 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
4,847
shares
|
$1.63 Million
0.18% of portfolio
|
Q4 2024
Added 25.6%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Jan 30, 2025 Q4 2024 |
4,841
shares
|
$1.63 Million
1.88% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
4,836
shares
|
$1.63 Million
0.17% of portfolio
|
Q4 2024
Reduced 41.9%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
4,813
shares
|
$1.62 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Jan 31, 2025 Q4 2024 |
4,812
shares
|
$1.62 Million
0.39% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,806
shares
|
$1.62 Million
0.21% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
4,804
shares
|
$1.62 Million
0.04% of portfolio
|
Q4 2024
Reduced 9.31%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
4,804
shares
|
$1.62 Million
0.11% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Feb 10, 2025 Q4 2024 |
4,803
shares
|
$1.62 Million
0.05% of portfolio
|
Q4 2024
Added 198.14%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
4,800
shares
|
$1.61 Million
0.45% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
4,789
shares
|
$1.61 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
4,778
shares
|
$1.61 Million
0.12% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
4,731
shares
|
$1.59 Million
0.23% of portfolio
|
Q4 2024
Reduced 9.63%
|