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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,781
shares
|
$941,702
0.09% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
2,780
shares
|
$941,363
0.33% of portfolio
|
Q4 2024
Reduced 15.24%
|
|
|
Klcm Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
2,777
shares
|
$940,347
0.12% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
2,776
shares
|
$940,009
0.52% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
2,769
shares
|
$937,638
0.05% of portfolio
|
Q4 2024
Added 67.31%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Feb 11, 2025 Q4 2024 |
2,765
shares
|
$936,284
0.45% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
2,760
shares
|
$934,591
0.0% of portfolio
|
Q4 2024
Reduced 95.56%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
2,755
shares
|
$932,898
0.12% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
2,751
shares
|
$931,543
0.5% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
2,750
shares
|
$931,205
0.89% of portfolio
|
Q4 2024
New holding
|
|
|
Abc Arbitrage Sa
Paris, I0 |
Jan 30, 2025 Q4 2024 |
2,747
shares
|
$930,189
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
2,746
shares
|
$929,850
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,745
shares
|
$929,511
0.09% of portfolio
|
Q4 2023
Reduced 9.11%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,743
shares
|
$928,834
0.06% of portfolio
|
Q2 2023
Reduced 9.86%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,743
shares
|
$928,834
0.06% of portfolio
|
Q2 2023
Reduced 9.86%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
2,738
shares
|
$927,141
0.23% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
2,732
shares
|
$925,109
0.04% of portfolio
|
Q4 2024
Reduced 35.2%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
2,728
shares
|
$923,755
0.05% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
2,727
shares
|
$923,416
0.13% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
2,726
shares
|
$923,078
0.09% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
2,725
shares
|
$922,739
0.99% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Somerville Kurt F
|
Feb 12, 2025 Q4 2024 |
2,715
shares
|
$919,353
0.17% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,715
shares
|
$919,353
0.36% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,712
shares
|
$918,337
0.04% of portfolio
|
Q4 2022
Added 1.57%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
2,711
shares
|
$917,998
0.08% of portfolio
|
Q4 2024
Added 3.63%
|