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 |
|---|---|---|---|---|---|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
2,025
shares
|
$693,846
0.08% of portfolio
|
Q4 2024
Reduced 10.16%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
2,023
shares
|
$693,160
0.07% of portfolio
|
Q4 2024
Added 31.62%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Feb 18, 2025 Q4 2024 |
2,022
shares
|
$692,818
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
2,020
shares
|
$692,132
0.13% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
2,020
shares
|
$692,132
0.07% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
2,019
shares
|
$691,790
0.07% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
First American Bank
Dundee, IL |
Feb 05, 2025 Q4 2024 |
2,017
shares
|
$691,104
0.05% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
2,016
shares
|
$690,762
0.27% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
2,016
shares
|
$690,762
0.34% of portfolio
|
Q4 2024
Reduced 7.57%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Feb 05, 2025 Q4 2024 |
2,014
shares
|
$690,076
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
2,013
shares
|
$689,734
0.08% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
2,013
shares
|
$689,734
0.02% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,007
shares
|
$687,678
0.19% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jan 28, 2025 Q4 2024 |
2,004
shares
|
$686,650
0.53% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
2,003
shares
|
$686,307
0.07% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Saybrook Capital
|
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$685,280
0.2% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Lester Murray Antman Dba Simply Rich
|
Jan 29, 2025 Q4 2024 |
1,996
shares
|
$683,909
0.21% of portfolio
|
Q4 2022
Reduced 3.11%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,996
shares
|
$683,909
0.01% of portfolio
|
Q4 2024
Reduced 34.84%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
1,992
shares
|
$682,538
0.05% of portfolio
|
Q4 2024
Added 36.72%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,991
shares
|
$682,196
0.04% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
1,990
shares
|
$681,853
0.24% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,984
shares
|
$679,797
0.39% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
1,982
shares
|
$679,112
0.05% of portfolio
|
Q4 2024
Added 16.79%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
1,979
shares
|
$678,084
0.06% of portfolio
|
Q4 2024
Added 13.93%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,978
shares
|
$677,741
0.59% of portfolio
|
Q3 2024
New holding
|