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 |
|---|---|---|---|---|---|
|
Fukoku Mutual Life Insurance CO
|
Feb 05, 2025 Q4 2024 |
2,554
shares
|
$875,102
0.07% of portfolio
|
Q4 2024
Added 30.04%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
2,554
shares
|
$875,102
0.36% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
2,552
shares
|
$874,417
0.1% of portfolio
|
Q4 2024
Added 26.02%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
2,551
shares
|
$874,074
0.16% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Cortland Associates Inc
|
Jan 23, 2025 Q4 2024 |
2,546
shares
|
$872,361
0.12% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Argus Investors' Counsel, Inc.
|
Jan 27, 2025 Q4 2024 |
2,545
shares
|
$872,018
0.64% of portfolio
|
Q4 2024
Reduced 19.08%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
2,543
shares
|
$871,333
0.05% of portfolio
|
Q4 2024
Reduced 14.66%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
2,540
shares
|
$870,305
0.6% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
2,536
shares
|
$868,935
0.34% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
2,535
shares
|
$868,592
0.36% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
2,517
shares
|
$862,424
0.25% of portfolio
|
Q4 2024
Reduced 11.62%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
2,513
shares
|
$861,054
0.2% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
2,511
shares
|
$860,369
0.76% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
2,505
shares
|
$858,313
0.12% of portfolio
|
Q3 2024
Added 32.19%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,502
shares
|
$857,285
0.27% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Kercheville Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,500
shares
|
$856,600
0.35% of portfolio
|
Q4 2022
Reduced 21.88%
|
|
|
Sippican Capital Advisors
|
Jan 23, 2025 Q4 2024 |
2,500
shares
|
$856,600
0.72% of portfolio
|
Q2 2022
Reduced 10.71%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Feb 11, 2025 Q4 2024 |
2,500
shares
|
$856,600
0.73% of portfolio
|
Q2 2024
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
2,500
shares
|
$856,600
0.79% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
2,499
shares
|
$856,257
0.03% of portfolio
|
Q4 2024
Reduced 16.25%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,492
shares
|
$853,858
0.29% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
2,485
shares
|
$851,460
0.71% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Jan 24, 2025 Q4 2024 |
2,477
shares
|
$848,719
0.38% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,473
shares
|
$847,348
0.27% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
2,473
shares
|
$847,348
0.03% of portfolio
|
Q4 2024
Added 17.2%
|