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 |
|---|---|---|---|---|---|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
1,544
shares
|
$524,404
0.11% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Sam Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
1,540
shares
|
$523,045
0.2% of portfolio
|
Q1 2022
New holding
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,537
shares
|
$522,026
0.08% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
1,537
shares
|
$522,026
0.03% of portfolio
|
Q4 2024
Reduced 67.14%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Feb 13, 2025 Q4 2024 |
1,534
shares
|
$521,007
0.33% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
1,534
shares
|
$521,007
0.3% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Jan 27, 2025 Q4 2024 |
1,533
shares
|
$520,668
0.08% of portfolio
|
Q4 2024
Reduced 93.62%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
1,533
shares
|
$520,668
0.24% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
1,533
shares
|
$520,668
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,532
shares
|
$520,328
0.1% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
1,531
shares
|
$519,988
0.34% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
1,530
shares
|
$519,649
0.32% of portfolio
|
Q2 2024
Added 6.99%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
1,527
shares
|
$518,630
0.08% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
1,525
shares
|
$517,951
0.05% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
1,523
shares
|
$517,271
0.04% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Strategic Equity Management
|
Feb 07, 2025 Q4 2024 |
1,520
shares
|
$516,252
0.27% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Sanchez Wealth Management Group
|
Jan 28, 2025 Q4 2024 |
1,518
shares
|
$515,573
0.16% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
1,518
shares
|
$515,573
0.16% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,517
shares
|
$515,233
0.09% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
1,512
shares
|
$513,535
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
1,510
shares
|
$512,856
0.22% of portfolio
|
Q2 2024
Reduced 8.26%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
1,507
shares
|
$511,837
0.16% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Chickasaw Capital Management LLC
|
Jan 07, 2025 Q4 2024 |
1,500
shares
|
$509,460
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Fractal Investments LLC
|
Jan 27, 2025 Q4 2024 |
1,500
shares
|
$509,460
0.08% of portfolio
|
Q4 2024
Added 114.29%
|
|
|
Rbo & CO LLC
St Helena, CA |
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$509,460
0.1% of portfolio
|
Q3 2020
New holding
|