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 |
|---|---|---|---|---|---|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
1,779
shares
|
$604,219
0.5% of portfolio
|
Q1 2024
Added 1.14%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
1,775
shares
|
$602,861
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
1,771
shares
|
$601,502
0.2% of portfolio
|
Q4 2024
Added 6.94%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
1,770
shares
|
$601,162
0.26% of portfolio
|
Q4 2024
Reduced 6.84%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,770
shares
|
$601,162
0.01% of portfolio
|
Q2 2023
Added 0.8%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Jan 21, 2025 Q4 2024 |
1,769
shares
|
$600,823
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
1,764
shares
|
$599,124
0.03% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
1,761
shares
|
$598,106
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Moment Partners, LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,760
shares
|
$597,766
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Advisory, LLC
|
Feb 18, 2025 Q4 2024 |
1,755
shares
|
$596,068
0.08% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,751
shares
|
$594,709
0.06% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
1,749
shares
|
$594,030
0.16% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
1,747
shares
|
$593,351
0.02% of portfolio
|
Q3 2024
Added 99.43%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
1,745
shares
|
$592,671
0.06% of portfolio
|
Q4 2024
Added 47.01%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
1,744
shares
|
$592,332
0.09% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
1,737
shares
|
$589,954
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Lafayette Investments, Inc.
|
Feb 13, 2025 Q4 2024 |
1,736
shares
|
$589,615
0.14% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Forte Capital LLC
|
Feb 03, 2025 Q4 2024 |
1,734
shares
|
$588,935
0.07% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Quest Partners LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
1,733
shares
|
$588,596
0.08% of portfolio
|
Q4 2024
Added 196.75%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
1,732
shares
|
$588,256
0.03% of portfolio
|
Q4 2024
Added 102.34%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
1,726
shares
|
$586,218
0.32% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,720
shares
|
$584,180
0.16% of portfolio
|
Q4 2024
Reduced 32.79%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 29, 2025 Q4 2024 |
1,720
shares
|
$584,180
0.15% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Check Capital Management Inc
|
Jan 30, 2025 Q4 2024 |
1,717
shares
|
$583,161
0.02% of portfolio
|
Q2 2024
Added 6.18%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
1,716
shares
|
$582,822
0.47% of portfolio
|
Q2 2024
Reduced 5.82%
|