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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
1,587
shares
|
$539,008
0.1% of portfolio
|
Q4 2024
Added 16.43%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
1,586
shares
|
$538,669
0.03% of portfolio
|
Q4 2023
Reduced 16.7%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
1,585
shares
|
$538,329
0.23% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
1,585
shares
|
$538,329
0.13% of portfolio
|
Q4 2024
Reduced 5.32%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
1,584
shares
|
$537,989
0.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
1,583
shares
|
$537,650
0.18% of portfolio
|
Q4 2024
Reduced 69.6%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
1,580
shares
|
$536,631
0.03% of portfolio
|
Q4 2024
Added 28.14%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
1,578
shares
|
$535,951
0.37% of portfolio
|
Q4 2024
Reduced 22.11%
|
|
|
J2 Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
1,577
shares
|
$535,612
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Feb 13, 2025 Q4 2024 |
1,574
shares
|
$534,593
0.03% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
1,573
shares
|
$534,253
0.02% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
1,573
shares
|
$534,253
0.13% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
1,572
shares
|
$533,914
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,570
shares
|
$533,234
0.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
1,570
shares
|
$533,234
0.13% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
1,569
shares
|
$532,895
0.09% of portfolio
|
Q2 2021
Added 2.75%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
1,565
shares
|
$531,536
0.12% of portfolio
|
Q4 2024
Added 71.98%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
1,565
shares
|
$531,536
0.1% of portfolio
|
Q4 2024
Added 46.95%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,561
shares
|
$530,178
0.1% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Feb 07, 2025 Q4 2024 |
1,557
shares
|
$528,819
0.07% of portfolio
|
Q4 2024
Added 40.65%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,556
shares
|
$528,479
0.02% of portfolio
|
Q4 2024
Reduced 71.71%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,550
shares
|
$526,442
0.05% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
1,550
shares
|
$526,442
0.12% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
1,546
shares
|
$525,083
0.2% of portfolio
|
Q4 2024
New holding
|