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 |
|---|---|---|---|---|---|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
2,211
shares
|
$757,577
0.08% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
2,210
shares
|
$757,234
0.07% of portfolio
|
Q1 2024
Added 34.59%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
2,206
shares
|
$755,863
0.06% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
2,205
shares
|
$755,521
0.08% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
2,202
shares
|
$754,493
0.04% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
Close Asset Management LTD
|
Jan 28, 2025 Q4 2024 |
2,201
shares
|
$754,150
0.02% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
2,199
shares
|
$753,465
0.17% of portfolio
|
Q4 2024
Reduced 6.7%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,197
shares
|
$752,780
0.16% of portfolio
|
Q4 2022
Added 8.49%
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,197
shares
|
$752,780
0.14% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Feb 12, 2025 Q4 2024 |
2,193
shares
|
$751,409
0.14% of portfolio
|
Q4 2024
Added 143.13%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
2,187
shares
|
$749,353
0.07% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
2,183
shares
|
$747,983
0.24% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
2,182
shares
|
$747,640
0.56% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,181
shares
|
$747,297
0.1% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,181
shares
|
$747,297
0.51% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Cercano Management LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
2,180
shares
|
$746,955
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
2,176
shares
|
$745,584
0.49% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
2,170
shares
|
$743,528
0.37% of portfolio
|
Q4 2024
Added 53.03%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
2,169
shares
|
$743,186
0.29% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,163
shares
|
$741,130
0.21% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,162
shares
|
$740,787
0.07% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
2,160
shares
|
$740,102
0.32% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Feb 11, 2025 Q4 2024 |
2,160
shares
|
$740,102
0.18% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,159
shares
|
$739,759
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
2,158
shares
|
$739,417
0.06% of portfolio
|
Q3 2024
Added 16.08%
|