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 |
|---|---|---|---|---|---|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
1,674
shares
|
$568,557
0.15% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
1,674
shares
|
$568,557
0.12% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,670
shares
|
$567,198
0.08% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Feb 13, 2025 Q4 2024 |
1,670
shares
|
$567,198
1.24% of portfolio
|
Q4 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,666
shares
|
$565,840
0.05% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
1,665
shares
|
$565,500
0.36% of portfolio
|
Q2 2022
Added 6.39%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,665
shares
|
$565,500
0.02% of portfolio
|
Q3 2022
Added 5.05%
|
|
|
Smith Shellnut Wilson LLC
|
Mar 04, 2025 Q4 2024 |
1,661
shares
|
$564,142
0.27% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,661
shares
|
$564,142
0.22% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
1,660
shares
|
$563,802
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
1,660
shares
|
$563,802
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
1,657
shares
|
$562,783
0.3% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
1,656
shares
|
$562,443
0.29% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
1,655
shares
|
$562,104
0.13% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
1,654
shares
|
$561,764
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
1,649
shares
|
$560,066
0.48% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
1,648
shares
|
$559,726
0.31% of portfolio
|
Q4 2024
Added 24.47%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,644
shares
|
$558,368
0.05% of portfolio
|
Q2 2023
Added 7.17%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
1,642
shares
|
$557,688
0.04% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,642
shares
|
$557,688
0.08% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
1,639
shares
|
$556,669
0.05% of portfolio
|
Q4 2024
Added 44.02%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jan 28, 2025 Q4 2024 |
1,637
shares
|
$555,990
0.2% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
1,636
shares
|
$555,651
0.02% of portfolio
|
Q4 2024
Reduced 18.12%
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
1,635
shares
|
$555,311
0.34% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,634
shares
|
$554,971
0.04% of portfolio
|
Q4 2024
Added 3.68%
|