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 |
|---|---|---|---|---|---|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Feb 11, 2025 Q4 2024 |
1,906
shares
|
$653,071
0.26% of portfolio
|
Q4 2024
Reduced 56.6%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
1,900
shares
|
$651,016
0.1% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,900
shares
|
$651,016
0.0% of portfolio
|
Q4 2024
Reduced 88.12%
|
|
|
State Of Wyoming
Cheyenne, WY |
Feb 14, 2025 Q4 2024 |
1,899
shares
|
$650,673
0.09% of portfolio
|
Q4 2024
Added 263.1%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
1,898
shares
|
$650,330
0.19% of portfolio
|
Q4 2024
Reduced 9.92%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
1,897
shares
|
$649,988
0.04% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
1,897
shares
|
$649,988
0.28% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
1,896
shares
|
$649,645
0.19% of portfolio
|
Q4 2024
Added 94.26%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,893
shares
|
$648,617
0.11% of portfolio
|
Q4 2024
Added 80.63%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
1,888
shares
|
$646,904
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
1,878
shares
|
$643,477
0.08% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
1,876
shares
|
$642,792
0.1% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
1,870
shares
|
$640,736
0.15% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,864
shares
|
$638,680
0.05% of portfolio
|
Q4 2024
Added 9.45%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
1,855
shares
|
$635,597
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
1,854
shares
|
$635,254
0.05% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
1,853
shares
|
$634,911
0.35% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,850
shares
|
$633,884
0.04% of portfolio
|
Q4 2024
Reduced 39.22%
|
|
|
Barr E S & CO
Lexington, KY |
Feb 13, 2025 Q4 2024 |
1,850
shares
|
$633,884
0.04% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
1,837
shares
|
$629,429
0.06% of portfolio
|
Q4 2024
Reduced 13.1%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
1,834
shares
|
$628,401
0.24% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
1,832
shares
|
$627,716
0.43% of portfolio
|
Q3 2024
Added 12.12%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
1,831
shares
|
$627,373
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
1,829
shares
|
$626,688
0.14% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
One8zero8, LLC
Greensboro, NC |
Feb 10, 2025 Q4 2024 |
1,828
shares
|
$626,345
0.14% of portfolio
|
Q4 2024
New holding
|