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 |
|---|---|---|---|---|---|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
4,170
shares
|
$1.4 Million
0.32% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
4,169
shares
|
$1.4 Million
0.1% of portfolio
|
Q4 2022
Reduced 4.38%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
4,166
shares
|
$1.4 Million
0.67% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
4,164
shares
|
$1.4 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Bbr Partners, LLC
New York, NY |
Feb 06, 2025 Q4 2024 |
4,162
shares
|
$1.4 Million
0.11% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,145
shares
|
$1.39 Million
0.24% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
4,139
shares
|
$1.39 Million
0.18% of portfolio
|
Q4 2024
Added 17.89%
|
|
|
Byrne Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
4,135
shares
|
$1.39 Million
1.3% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,132
shares
|
$1.39 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
4,121
shares
|
$1.39 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
4,119
shares
|
$1.39 Million
0.07% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Mainstay Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
4,116
shares
|
$1.38 Million
0.25% of portfolio
|
Q4 2024
Added 4.81%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
4,112
shares
|
$1.38 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
4,108
shares
|
$1.38 Million
0.79% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
4,093
shares
|
$1.38 Million
0.13% of portfolio
|
Q3 2024
Added 2.81%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
4,090
shares
|
$1.38 Million
0.13% of portfolio
|
Q4 2024
Reduced 60.72%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Feb 12, 2025 Q4 2024 |
4,089
shares
|
$1.37 Million
0.49% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,087
shares
|
$1.37 Million
0.2% of portfolio
|
Q3 2023
Reduced 3.06%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,082
shares
|
$1.37 Million
0.1% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
4,061
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
4,044
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
4,040
shares
|
$1.36 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,034
shares
|
$1.36 Million
0.52% of portfolio
|
Q2 2022
Added 4.13%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
4,034
shares
|
$1.36 Million
0.06% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
4,034
shares
|
$1.36 Million
0.4% of portfolio
|
Q4 2024
Added 8.18%
|