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 |
|---|---|---|---|---|---|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
2,298
shares
|
$787,386
0.32% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Platform Technology Partners
|
Jan 28, 2025 Q4 2024 |
2,292
shares
|
$785,330
0.27% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
2,286
shares
|
$783,275
0.05% of portfolio
|
Q4 2024
Reduced 1.72%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
2,280
shares
|
$781,219
0.31% of portfolio
|
Q4 2024
Reduced 25.32%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
2,279
shares
|
$780,876
0.25% of portfolio
|
Q4 2024
Reduced 21.68%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
2,278
shares
|
$780,533
0.08% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,276
shares
|
$779,848
0.36% of portfolio
|
Q4 2023
Added 17.5%
|
|
|
Smart Wealth LLC
Omaha, NE |
Jan 28, 2025 Q4 2024 |
2,274
shares
|
$779,163
0.29% of portfolio
|
Q4 2024
Added 60.37%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
2,270
shares
|
$777,792
0.14% of portfolio
|
Q4 2024
Reduced 12.12%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,265
shares
|
$776,079
0.1% of portfolio
|
Q4 2024
Reduced 13.35%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
2,264
shares
|
$775,736
0.15% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
2,261
shares
|
$774,709
0.04% of portfolio
|
Q4 2024
Added 82.93%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
2,256
shares
|
$772,995
0.06% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Feb 12, 2025 Q4 2024 |
2,249
shares
|
$770,597
0.43% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,247
shares
|
$769,912
0.19% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
2,242
shares
|
$768,198
0.05% of portfolio
|
Q3 2024
Added 52.83%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
2,231
shares
|
$764,429
0.08% of portfolio
|
Q4 2024
Added 2.29%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
2,228
shares
|
$763,401
0.26% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,222
shares
|
$761,346
0.01% of portfolio
|
Q4 2024
Added 84.55%
|
|
|
Summit Global Investments
Bountiful, UT |
Feb 11, 2025 Q4 2024 |
2,220
shares
|
$760,660
0.05% of portfolio
|
Q4 2024
Added 20.46%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
2,218
shares
|
$759,975
0.07% of portfolio
|
Q4 2024
Reduced 99.72%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,217
shares
|
$759,632
0.29% of portfolio
|
Q2 2023
Added 3.02%
|
|
|
Grandview Asset Management LLC
|
Jan 13, 2025 Q4 2024 |
2,213
shares
|
$758,262
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,212
shares
|
$757,919
0.05% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
2,212
shares
|
$757,919
0.12% of portfolio
|
Q4 2024
Reduced 0.41%
|