Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,296 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 $116 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
2,638
shares
|
$903,884
0.33% of portfolio
|
Q4 2024
Reduced 11.15%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
2,631
shares
|
$901,485
0.01% of portfolio
|
Q4 2024
Reduced 4.29%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
2,631
shares
|
$901,485
0.07% of portfolio
|
Q4 2024
Added 8.72%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Jan 27, 2025 Q4 2024 |
2,621
shares
|
$898,059
0.46% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,616
shares
|
$896,346
0.08% of portfolio
|
Q4 2023
Added 1.36%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
2,615
shares
|
$896,003
0.28% of portfolio
|
Q4 2024
Added 5.02%
|
|
|
Woodward Diversified Capital, LLC
|
Jan 28, 2025 Q4 2024 |
2,614
shares
|
$895,660
0.72% of portfolio
|
Q4 2024
Reduced 38.85%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
2,612
shares
|
$894,975
0.06% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,609
shares
|
$893,947
0.39% of portfolio
|
Q4 2024
Added 38.56%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,608
shares
|
$893,605
0.07% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
2,602
shares
|
$891,549
0.24% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
2,594
shares
|
$888,808
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
2,592
shares
|
$888,122
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,589
shares
|
$887,094
0.06% of portfolio
|
Q4 2023
Reduced 84.54%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
2,586
shares
|
$886,067
0.16% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
2,586
shares
|
$886,067
0.08% of portfolio
|
Q3 2022
Reduced 3.25%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
2,585
shares
|
$885,724
0.28% of portfolio
|
Q1 2023
Added 1.97%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
2,584
shares
|
$885,381
0.08% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
2,581
shares
|
$884,353
0.68% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Quantbot Technologies LP
New York, NY |
Feb 11, 2025 Q4 2024 |
2,572
shares
|
$881,270
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
2,570
shares
|
$880,584
0.05% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
2,568
shares
|
$879,899
0.03% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
2,567
shares
|
$879,556
0.32% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
2,565
shares
|
$878,871
0.06% of portfolio
|
Q4 2024
Reduced 23.2%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
2,563
shares
|
$878,186
0.33% of portfolio
|
Q2 2023
Added 1.99%
|