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 |
|---|---|---|---|---|---|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
1,463
shares
|
$496,893
0.09% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
1,461
shares
|
$496,214
0.04% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Caas Capital Management LP
New York, NY |
Jan 24, 2025 Q4 2024 |
1,460
shares
|
$495,874
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
1,458
shares
|
$495,195
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
1,450
shares
|
$492,478
0.15% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
1,446
shares
|
$491,119
0.06% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Wendell David Associates Inc
|
Jan 17, 2025 Q4 2024 |
1,443
shares
|
$490,100
0.05% of portfolio
|
Q2 2024
Reduced 12.7%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
1,443
shares
|
$490,100
0.2% of portfolio
|
Q2 2022
Reduced 33.53%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,443
shares
|
$490,100
0.07% of portfolio
|
Q4 2024
Added 24.18%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
1,443
shares
|
$490,100
0.21% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,440
shares
|
$489,081
0.14% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
1,440
shares
|
$489,081
0.42% of portfolio
|
Q2 2024
Added 6.27%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,435
shares
|
$487,383
0.25% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,433
shares
|
$486,704
0.31% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
1,433
shares
|
$486,704
0.11% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
1,432
shares
|
$486,364
0.08% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,432
shares
|
$486,364
0.22% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Feb 11, 2025 Q4 2024 |
1,425
shares
|
$483,987
0.47% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
1,415
shares
|
$480,590
0.02% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
1,411
shares
|
$479,232
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,410
shares
|
$478,892
0.41% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
1,410
shares
|
$478,892
0.13% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
1,410
shares
|
$478,892
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
1,408
shares
|
$478,213
0.24% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
1,403
shares
|
$476,514
0.21% of portfolio
|
Q4 2024
Added 80.8%
|