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 |
|---|---|---|---|---|---|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
2,371
shares
|
$812,399
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
2,370
shares
|
$812,056
0.08% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
2,366
shares
|
$810,686
0.06% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
2,354
shares
|
$806,574
0.27% of portfolio
|
Q2 2022
Reduced 35.28%
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
2,349
shares
|
$804,861
0.08% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
2,345
shares
|
$803,490
0.36% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,345
shares
|
$803,490
0.26% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
2,342
shares
|
$802,462
0.24% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
2,342
shares
|
$802,462
0.25% of portfolio
|
Q4 2022
Reduced 1.22%
|
|
|
Garner Asset Management Corp
|
Feb 13, 2025 Q4 2024 |
2,337
shares
|
$800,749
0.38% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
2,337
shares
|
$800,749
0.3% of portfolio
|
Q4 2024
Added 26.74%
|
|
|
Rnc Capital Management LLC
|
Jan 27, 2025 Q4 2024 |
2,332
shares
|
$799,036
0.05% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
2,330
shares
|
$798,351
0.29% of portfolio
|
Q4 2024
Added 15.92%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
2,329
shares
|
$798,008
0.01% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Sound Financial Strategies Group, LLC
|
Feb 06, 2025 Q4 2024 |
2,321
shares
|
$795,267
0.77% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Feb 14, 2025 Q4 2024 |
2,320
shares
|
$794,924
0.64% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,318
shares
|
$794,239
0.78% of portfolio
|
Q2 2024
Added 9.44%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
2,318
shares
|
$794,239
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
2,318
shares
|
$794,239
0.47% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
2,314
shares
|
$792,868
0.42% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,312
shares
|
$792,183
0.04% of portfolio
|
Q4 2024
Reduced 1.87%
|
|
|
Martin Capital Advisors, LLP
|
Jan 28, 2025 Q4 2024 |
2,311
shares
|
$791,841
0.54% of portfolio
|
Q4 2024
Added 12.13%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
2,310
shares
|
$791,498
0.33% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
2,305
shares
|
$789,785
0.22% of portfolio
|
Q3 2024
Reduced 27.4%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
2,305
shares
|
$789,785
0.13% of portfolio
|
Q3 2024
Reduced 5.07%
|