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 |
|---|---|---|---|---|---|
|
Dudley Capital Management, LLC
Middleburg, VA |
Feb 11, 2025 Q4 2024 |
2,157
shares
|
$739,074
0.39% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
2,155
shares
|
$738,389
0.15% of portfolio
|
Q4 2024
Added 6.0%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
2,149
shares
|
$736,333
0.39% of portfolio
|
Q4 2024
Added 13.7%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
2,147
shares
|
$735,648
0.33% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
2,135
shares
|
$731,536
0.05% of portfolio
|
Q4 2023
Added 72.87%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
2,130
shares
|
$729,823
0.12% of portfolio
|
Q4 2024
Added 31.64%
|
|
|
W Advisors, LLC
Germantown, TN |
Jan 22, 2025 Q4 2024 |
2,127
shares
|
$728,795
0.48% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Jan 27, 2025 Q4 2024 |
2,124
shares
|
$727,767
0.16% of portfolio
|
Q4 2024
Added 66.98%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,123
shares
|
$727,424
0.03% of portfolio
|
Q2 2024
Added 66.25%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,123
shares
|
$727,424
0.05% of portfolio
|
Q4 2024
Added 25.47%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
2,121
shares
|
$726,739
0.05% of portfolio
|
Q4 2024
Reduced 7.22%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
2,116
shares
|
$725,026
0.07% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
2,114
shares
|
$724,340
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
2,114
shares
|
$724,340
0.05% of portfolio
|
Q4 2024
Added 99.62%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
2,113
shares
|
$723,998
0.02% of portfolio
|
Q4 2024
Added 28.76%
|
|
|
Yankcom Partnership
Yankton, SD |
Jan 27, 2025 Q4 2024 |
2,113
shares
|
$723,998
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,108
shares
|
$722,285
0.03% of portfolio
|
Q3 2022
Reduced 33.56%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
2,104
shares
|
$720,914
0.27% of portfolio
|
Q4 2024
Reduced 14.54%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jan 13, 2025 Q4 2024 |
2,103
shares
|
$720,571
0.31% of portfolio
|
Q4 2024
Added 45.34%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
2,101
shares
|
$719,886
0.18% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
2,100
shares
|
$719,544
0.06% of portfolio
|
Q4 2022
Reduced 19.23%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,098
shares
|
$718,858
0.15% of portfolio
|
Q4 2023
Added 0.29%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,094
shares
|
$717,488
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Jan 28, 2025 Q4 2024 |
2,092
shares
|
$716,802
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,088
shares
|
$715,432
0.38% of portfolio
|
Q1 2024
Added 21.54%
|