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 |
|---|---|---|---|---|---|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
2,086
shares
|
$714,747
0.04% of portfolio
|
Q3 2022
Added 7.14%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,083
shares
|
$713,719
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
2,081
shares
|
$713,033
0.17% of portfolio
|
Q4 2024
Reduced 19.68%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
2,080
shares
|
$712,691
0.07% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
2,074
shares
|
$710,635
0.24% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
2,072
shares
|
$709,950
0.12% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,070
shares
|
$709,264
0.06% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
2,067
shares
|
$708,236
0.33% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,066
shares
|
$707,894
0.2% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Af Advisors, Inc.
|
Feb 12, 2025 Q4 2024 |
2,061
shares
|
$706,181
0.1% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,060
shares
|
$705,838
0.25% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,060
shares
|
$705,838
0.18% of portfolio
|
Q2 2022
Added 0.24%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
2,055
shares
|
$704,125
0.35% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
2,054
shares
|
$703,782
0.19% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
2,051
shares
|
$702,754
0.09% of portfolio
|
Q3 2024
Added 41.94%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
2,051
shares
|
$702,754
0.66% of portfolio
|
Q4 2023
Reduced 24.18%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Feb 14, 2025 Q4 2024 |
2,050
shares
|
$702,412
0.36% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
2,045
shares
|
$700,698
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
2,043
shares
|
$700,013
0.12% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Copperwynd Financial, LLC
|
Feb 10, 2025 Q4 2024 |
2,042
shares
|
$699,670
0.2% of portfolio
|
Q4 2024
Added 17.76%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
2,042
shares
|
$699,670
0.12% of portfolio
|
Q2 2024
Reduced 39.52%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,041
shares
|
$699,328
0.08% of portfolio
|
Q4 2024
Reduced 17.07%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
2,037
shares
|
$697,957
0.38% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
2,036
shares
|
$697,615
0.35% of portfolio
|
Q4 2024
Reduced 13.98%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
2,032
shares
|
$696,244
0.41% of portfolio
|
Q4 2024
Reduced 2.17%
|