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 |
|---|---|---|---|---|---|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
1,402
shares
|
$476,175
0.14% of portfolio
|
Q4 2024
Added 128.34%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
1,401
shares
|
$475,835
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
1,400
shares
|
$475,496
0.27% of portfolio
|
Q4 2022
Reduced 12.23%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jan 21, 2025 Q4 2024 |
1,398
shares
|
$474,816
0.1% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
1,398
shares
|
$474,816
0.18% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
Feb 07, 2025 Q4 2024 |
1,394
shares
|
$473,458
0.14% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
1,391
shares
|
$472,439
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Jan 21, 2025 Q4 2024 |
1,389
shares
|
$471,759
0.33% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
1,386
shares
|
$470,741
0.07% of portfolio
|
Q4 2024
Reduced 6.48%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
1,386
shares
|
$470,741
0.11% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
|
Mengis Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
1,385
shares
|
$470,401
0.1% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
1,379
shares
|
$468,363
0.02% of portfolio
|
Q4 2024
Reduced 29.21%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
1,377
shares
|
$467,684
0.4% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
1,372
shares
|
$465,986
0.11% of portfolio
|
Q4 2024
Added 5.95%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
1,371
shares
|
$465,646
0.19% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
1,365
shares
|
$463,608
0.07% of portfolio
|
Q4 2024
Added 89.58%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
1,365
shares
|
$463,608
0.2% of portfolio
|
Q4 2024
Reduced 33.28%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
1,360
shares
|
$461,910
0.06% of portfolio
|
Q3 2024
Reduced 15.53%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,358
shares
|
$461,231
0.13% of portfolio
|
Q4 2024
Added 14.89%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,355
shares
|
$460,212
0.53% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Feb 07, 2025 Q4 2024 |
1,355
shares
|
$460,212
0.28% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
1,354
shares
|
$459,872
0.09% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
1,352
shares
|
$459,193
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
First Community Trust Na
|
Jan 14, 2025 Q4 2024 |
1,350
shares
|
$458,514
0.35% of portfolio
|
Q1 2024
Reduced 3.57%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,350
shares
|
$458,514
0.04% of portfolio
|
Q4 2023
Reduced 7.91%
|