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 |
|---|---|---|---|---|---|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,498
shares
|
$508,780
0.26% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Center For Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
1,497
shares
|
$508,441
0.35% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Morton Community Bank
East Peoria, IL |
Feb 07, 2025 Q4 2024 |
1,493
shares
|
$507,082
0.14% of portfolio
|
Q4 2024
Added 76.48%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Mar 04, 2025 Q4 2024 |
1,486
shares
|
$504,705
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
1,481
shares
|
$503,006
0.36% of portfolio
|
Q4 2024
Reduced 51.3%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
1,480
shares
|
$502,667
0.2% of portfolio
|
Q3 2023
Added 42.31%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,480
shares
|
$502,667
0.03% of portfolio
|
Q2 2021
Added 5.71%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
1,479
shares
|
$502,327
0.02% of portfolio
|
Q4 2024
Added 22.33%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
1,478
shares
|
$501,987
0.21% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Feb 03, 2025 Q4 2024 |
1,476
shares
|
$501,308
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
1,475
shares
|
$500,969
0.25% of portfolio
|
Q3 2023
Reduced 7.81%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
1,475
shares
|
$500,969
0.06% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
1,475
shares
|
$500,969
0.47% of portfolio
|
Q4 2024
Reduced 89.86%
|
|
|
Quent Capital, LLC
|
Jan 29, 2025 Q4 2024 |
1,474
shares
|
$500,629
0.06% of portfolio
|
Q4 2024
Reduced 4.47%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
1,474
shares
|
$500,629
0.19% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Feb 05, 2025 Q4 2024 |
1,473
shares
|
$500,289
0.18% of portfolio
|
Q2 2023
Reduced 0.34%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
1,470
shares
|
$499,270
0.12% of portfolio
|
Q4 2024
Added 25.11%
|
|
|
Landaas & CO
Milwaukee, WI |
Feb 27, 2025 Q4 2024 |
1,470
shares
|
$499,270
0.15% of portfolio
|
Q4 2024
Added 13.25%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Jan 31, 2025 Q4 2024 |
1,469
shares
|
$498,931
0.1% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
1,468
shares
|
$498,591
0.17% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
1,467
shares
|
$498,251
0.13% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
1,466
shares
|
$497,912
0.62% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
1,466
shares
|
$497,912
0.43% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
1,465
shares
|
$497,572
0.16% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
1,465
shares
|
$497,572
0.34% of portfolio
|
Q4 2023
New holding
|