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 |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
3,611
shares
|
$1.21 Million
0.26% of portfolio
|
Q4 2024
Added 165.32%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Feb 11, 2025 Q4 2024 |
3,606
shares
|
$1.21 Million
0.9% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Feb 13, 2025 Q4 2024 |
3,602
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Paradigm Asset Management CO LLC
|
Feb 03, 2025 Q4 2024 |
3,600
shares
|
$1.21 Million
0.53% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
3,595
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
3,590
shares
|
$1.21 Million
0.19% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
3,587
shares
|
$1.21 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Jan 13, 2025 Q4 2024 |
3,584
shares
|
$1.21 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
3,555
shares
|
$1.2 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
3,551
shares
|
$1.19 Million
0.12% of portfolio
|
Q4 2024
Added 10.49%
|
|
|
Boston Research & Management Inc
Manchester, MA |
Feb 12, 2025 Q4 2024 |
3,542
shares
|
$1.19 Million
0.32% of portfolio
|
Q1 2021
Reduced 3.14%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
3,534
shares
|
$1.19 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
3,526
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
3,525
shares
|
$1.19 Million
0.47% of portfolio
|
Q3 2023
Reduced 2.76%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
3,523
shares
|
$1.18 Million
0.3% of portfolio
|
Q4 2023
Added 11.03%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Feb 06, 2025 Q4 2024 |
3,513
shares
|
$1.18 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
3,512
shares
|
$1.18 Million
0.05% of portfolio
|
Q4 2024
Added 4.99%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
3,511
shares
|
$1.18 Million
0.11% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
3,504
shares
|
$1.18 Million
0.0% of portfolio
|
Q4 2024
Added 76.52%
|
|
|
Sequent Asset Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,498
shares
|
$1.18 Million
1.07% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
3,484
shares
|
$1.17 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
J. W. Coons Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
3,480
shares
|
$1.17 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Feb 06, 2025 Q4 2024 |
3,480
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Vanguard Capital Wealth Advisors
|
Feb 14, 2025 Q4 2024 |
3,470
shares
|
$1.17 Million
1.39% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
3,468
shares
|
$1.17 Million
0.52% of portfolio
|
Q4 2024
Added 13.11%
|