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 |
|---|---|---|---|---|---|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
2,468
shares
|
$845,635
0.03% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,467
shares
|
$845,292
0.5% of portfolio
|
Q1 2024
Added 9.64%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
2,455
shares
|
$841,181
0.04% of portfolio
|
Q4 2024
Added 26.35%
|
|
|
Seelaus Asset Management LLC
|
Jan 28, 2025 Q4 2024 |
2,453
shares
|
$840,495
0.86% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Feb 13, 2025 Q4 2024 |
2,450
shares
|
$839,468
0.18% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
2,445
shares
|
$837,754
0.64% of portfolio
|
Q4 2024
Added 11.8%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
2,444
shares
|
$837,412
0.02% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,442
shares
|
$836,726
0.14% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
2,437
shares
|
$835,013
0.02% of portfolio
|
Q4 2024
Reduced 23.84%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jan 13, 2025 Q4 2024 |
2,437
shares
|
$835,013
0.79% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
2,436
shares
|
$834,671
0.07% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,429
shares
|
$832,272
0.14% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
2,428
shares
|
$831,929
0.13% of portfolio
|
Q4 2024
Added 42.66%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Feb 11, 2025 Q4 2024 |
2,427
shares
|
$831,587
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
2,422
shares
|
$829,874
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
2,418
shares
|
$828,503
0.1% of portfolio
|
Q4 2024
Reduced 13.55%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
2,416
shares
|
$827,818
0.14% of portfolio
|
Q4 2024
Added 56.27%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
2,416
shares
|
$827,818
0.12% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jan 23, 2025 Q4 2024 |
2,406
shares
|
$824,391
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
2,401
shares
|
$822,678
0.08% of portfolio
|
Q4 2024
Added 36.65%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,400
shares
|
$822,336
0.15% of portfolio
|
Q1 2022
Added 4.35%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
2,389
shares
|
$818,566
0.03% of portfolio
|
Q4 2024
Added 13.06%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
2,388
shares
|
$818,224
0.37% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Feb 14, 2025 Q4 2024 |
2,385
shares
|
$817,196
0.43% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
2,373
shares
|
$813,084
0.12% of portfolio
|
Q4 2024
Added 3.53%
|