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 $115 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
3,240
shares
|
$1.1 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
3,235
shares
|
$1.1 Million
0.2% of portfolio
|
Q1 2024
Added 2.63%
|
|
|
Auxier Asset Management
Aurora, OR |
Feb 19, 2025 Q4 2024 |
3,230
shares
|
$1.09 Million
0.18% of portfolio
|
Q4 2023
Reduced 3.0%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
Feb 05, 2025 Q4 2024 |
3,219
shares
|
$1.09 Million
0.9% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,218
shares
|
$1.09 Million
0.83% of portfolio
|
Q3 2024
Added 127.1%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
3,191
shares
|
$1.08 Million
0.46% of portfolio
|
Q4 2024
Reduced 8.57%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,180
shares
|
$1.08 Million
0.28% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
3,171
shares
|
$1.07 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.93%
|
|
|
Taurus Asset Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,158
shares
|
$1.07 Million
0.12% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Feb 27, 2025 Q4 2024 |
3,158
shares
|
$1.07 Million
1.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,154
shares
|
$1.07 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
3,148
shares
|
$1.07 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,142
shares
|
$1.06 Million
0.41% of portfolio
|
Q1 2024
Reduced 6.26%
|
|
|
Menard Financial Group LLC
Houston, TX |
Feb 28, 2025 Q4 2024 |
3,142
shares
|
$1.06 Million
0.71% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
3,138
shares
|
$1.06 Million
0.33% of portfolio
|
Q4 2024
Reduced 19.58%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
3,136
shares
|
$1.06 Million
0.95% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
3,115
shares
|
$1.05 Million
0.12% of portfolio
|
Q3 2024
Added 15.03%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
3,110
shares
|
$1.05 Million
0.44% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,107
shares
|
$1.05 Million
0.42% of portfolio
|
Q3 2023
Added 1.34%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jan 17, 2025 Q4 2024 |
3,104
shares
|
$1.05 Million
0.13% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Benin Management Corp
|
Jan 21, 2025 Q4 2024 |
3,097
shares
|
$1.05 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
Feb 10, 2025 Q4 2024 |
3,082
shares
|
$1.04 Million
0.65% of portfolio
|
Q4 2024
Reduced 21.72%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,075
shares
|
$1.04 Million
0.25% of portfolio
|
Q1 2024
Reduced 2.38%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Feb 07, 2025 Q4 2024 |
3,074
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.05%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
3,062
shares
|
$1.04 Million
0.13% of portfolio
|
Q4 2024
Added 20.03%
|