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 |
|---|---|---|---|---|---|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,826
shares
|
$625,660
0.05% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Jan 28, 2025 Q4 2024 |
1,826
shares
|
$625,660
0.25% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Deseret Mutual Benefit Administrators
|
Feb 03, 2025 Q4 2024 |
1,821
shares
|
$623,947
0.33% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
1,815
shares
|
$621,891
0.33% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
1,813
shares
|
$621,206
0.07% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Feb 07, 2025 Q4 2024 |
1,812
shares
|
$620,863
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
1,810
shares
|
$620,178
0.21% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
1,807
shares
|
$619,150
0.16% of portfolio
|
Q4 2024
Reduced 15.08%
|
|
|
Mc Broom & Associates, LLC
|
Jan 29, 2025 Q4 2024 |
1,806
shares
|
$618,807
0.39% of portfolio
|
Q1 2024
Reduced 14.0%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
1,805
shares
|
$618,465
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
1,802
shares
|
$617,437
0.3% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
1,802
shares
|
$617,437
0.39% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,801
shares
|
$617,094
0.04% of portfolio
|
Q4 2023
Added 2.21%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
1,798
shares
|
$616,066
0.15% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
1,791
shares
|
$613,668
0.14% of portfolio
|
Q4 2024
Reduced 17.81%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
1,790
shares
|
$613,325
0.37% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
1,787
shares
|
$612,297
0.29% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Benchmark Wealth Management, LLC
|
Jan 07, 2025 Q4 2024 |
1,786
shares
|
$611,955
0.32% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
1,785
shares
|
$611,612
0.44% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
1,784
shares
|
$611,269
0.13% of portfolio
|
Q2 2022
Reduced 93.39%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
1,783
shares
|
$610,927
0.2% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
1,782
shares
|
$610,584
0.21% of portfolio
|
Q3 2023
Reduced 14.66%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
1,782
shares
|
$610,584
0.21% of portfolio
|
Q3 2024
Added 48.5%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
1,780
shares
|
$609,899
0.22% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
1,779
shares
|
$609,556
0.5% of portfolio
|
Q1 2024
Added 1.14%
|