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 |
|---|---|---|---|---|---|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
1,712
shares
|
$581,463
0.22% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
1,711
shares
|
$581,124
0.23% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
1,711
shares
|
$581,124
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
1,709
shares
|
$580,444
0.38% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
1,701
shares
|
$577,727
0.06% of portfolio
|
Q4 2024
Added 30.15%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
1,700
shares
|
$577,388
0.24% of portfolio
|
Q3 2022
New holding
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 17, 2025 Q4 2024 |
1,700
shares
|
$577,388
0.01% of portfolio
|
Q1 2024
Reduced 20.34%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
1,699
shares
|
$577,048
1.06% of portfolio
|
Q4 2022
Added 626.07%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
1,698
shares
|
$576,708
0.01% of portfolio
|
Q4 2024
Added 37.94%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
1,698
shares
|
$576,708
0.12% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Mar 04, 2025 Q4 2024 |
1,698
shares
|
$576,708
0.33% of portfolio
|
Q4 2024
Added 38.16%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,697
shares
|
$576,369
0.02% of portfolio
|
Q4 2024
Added 32.58%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
Jan 23, 2025 Q4 2024 |
1,695
shares
|
$575,689
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
1,694
shares
|
$575,350
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
1,690
shares
|
$573,991
0.08% of portfolio
|
Q3 2024
Added 9.74%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
1,690
shares
|
$573,991
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
1,689
shares
|
$573,651
0.08% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,686
shares
|
$572,633
0.06% of portfolio
|
Q3 2023
Added 10.41%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
1,686
shares
|
$572,633
0.37% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Home Federal Bank Of Tennessee
|
Jan 24, 2025 Q4 2024 |
1,684
shares
|
$571,953
0.18% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Feb 06, 2025 Q4 2024 |
1,680
shares
|
$570,595
0.22% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
1,680
shares
|
$570,595
0.31% of portfolio
|
Q4 2024
Added 12.07%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,678
shares
|
$569,915
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
1,677
shares
|
$569,576
0.2% of portfolio
|
Q1 2023
Reduced 3.18%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,675
shares
|
$568,897
0.07% of portfolio
|
Q4 2024
Added 1188.46%
|