Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,298 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 $115 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
1,977
shares
|
$671,468
0.26% of portfolio
|
Q2 2024
Reduced 15.3%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
1,974
shares
|
$670,449
0.1% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
1,974
shares
|
$670,449
0.22% of portfolio
|
Q4 2024
Added 157.7%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
1,974
shares
|
$670,449
0.09% of portfolio
|
Q4 2024
Added 20.37%
|
|
|
Trust CO Of Virginia
|
Jan 29, 2025 Q4 2024 |
1,973
shares
|
$670,109
0.07% of portfolio
|
Q4 2024
Added 33.94%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
1,963
shares
|
$666,713
0.22% of portfolio
|
Q4 2024
Added 22.53%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
1,957
shares
|
$664,675
0.25% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
1,957
shares
|
$664,675
0.25% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,942
shares
|
$659,580
0.11% of portfolio
|
Q3 2024
Reduced 30.49%
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
1,942
shares
|
$659,580
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,942
shares
|
$659,580
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,941
shares
|
$659,241
0.27% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,939
shares
|
$658,561
0.07% of portfolio
|
Q4 2024
Added 48.58%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
1,937
shares
|
$657,882
0.08% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
1,935
shares
|
$657,203
0.04% of portfolio
|
Q4 2024
Reduced 87.56%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,933
shares
|
$656,524
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
1,927
shares
|
$654,486
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
1,925
shares
|
$653,807
0.01% of portfolio
|
Q4 2024
Added 10.06%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
1,924
shares
|
$653,467
0.13% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,921
shares
|
$652,448
0.13% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Harris Associates L P
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,920
shares
|
$652,108
0.0% of portfolio
|
Q4 2024
Added 6.67%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Feb 06, 2025 Q4 2024 |
1,919
shares
|
$651,769
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
1,916
shares
|
$650,750
0.17% of portfolio
|
Q4 2023
Added 2.02%
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
1,914
shares
|
$650,070
0.28% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
1,909
shares
|
$648,372
0.44% of portfolio
|
Q3 2024
Reduced 0.42%
|