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 |
|---|---|---|---|---|---|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
1,632
shares
|
$554,292
0.07% of portfolio
|
Q4 2024
Added 15.17%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,629
shares
|
$553,273
0.14% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
1,629
shares
|
$553,273
0.06% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
1,620
shares
|
$550,216
0.3% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
1,618
shares
|
$549,537
0.07% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
One Degree Advisors Inc
San Diego, CA |
Feb 13, 2025 Q4 2024 |
1,615
shares
|
$548,518
0.24% of portfolio
|
Q4 2023
New holding
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
1,610
shares
|
$546,820
0.11% of portfolio
|
Q4 2024
Added 62.3%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
1,609
shares
|
$546,480
0.09% of portfolio
|
Q4 2024
Added 154.99%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,609
shares
|
$546,480
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
1,606
shares
|
$545,461
0.2% of portfolio
|
Q2 2020
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,603
shares
|
$544,442
0.42% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Penn Davis Mcfarland Inc
|
Jan 16, 2025 Q4 2024 |
1,600
shares
|
$543,424
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
1,600
shares
|
$543,424
0.34% of portfolio
|
Q4 2021
New holding
|
|
|
Board Of The Pension Protection Fund
Croydon, X0 |
Jan 14, 2025 Q4 2024 |
1,600
shares
|
$543,424
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Feb 18, 2025 Q4 2024 |
1,600
shares
|
$543,424
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
1,599
shares
|
$543,084
0.18% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
1,598
shares
|
$542,744
0.04% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Feb 14, 2025 Q4 2024 |
1,598
shares
|
$542,744
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
1,597
shares
|
$542,405
0.09% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
1,595
shares
|
$541,725
0.1% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
Jan 17, 2025 Q4 2024 |
1,592
shares
|
$540,706
0.47% of portfolio
|
Q4 2024
Reduced 15.63%
|
|
|
Alta Advisers LTD
|
Feb 14, 2025 Q4 2024 |
1,591
shares
|
$540,367
0.37% of portfolio
|
Q4 2024
Added 13.64%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jan 27, 2025 Q4 2024 |
1,590
shares
|
$540,027
0.07% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
1,588
shares
|
$539,348
0.03% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
1,588
shares
|
$539,348
0.02% of portfolio
|
Q4 2024
Reduced 6.59%
|