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 |
|---|---|---|---|---|---|
|
Thomas Story & Son LLC
Culver, IN |
Jan 28, 2025 Q4 2024 |
1,350
shares
|
$458,514
0.21% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
1,348
shares
|
$457,834
0.16% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
1,348
shares
|
$457,834
0.04% of portfolio
|
Q3 2024
Reduced 36.53%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
1,347
shares
|
$457,495
0.19% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Feb 11, 2025 Q4 2024 |
1,347
shares
|
$457,495
0.29% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
1,344
shares
|
$456,476
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jan 28, 2025 Q4 2024 |
1,344
shares
|
$456,476
0.06% of portfolio
|
Q4 2024
Added 7.09%
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
1,342
shares
|
$455,796
0.07% of portfolio
|
Q4 2024
Reduced 23.49%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
1,341
shares
|
$455,457
0.08% of portfolio
|
Q2 2022
Reduced 2.19%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
1,336
shares
|
$453,759
0.14% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
1,335
shares
|
$453,419
0.1% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,334
shares
|
$453,079
0.03% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
1,332
shares
|
$452,400
0.09% of portfolio
|
Q4 2024
Added 11.28%
|
|
|
Winton Group LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
1,332
shares
|
$452,400
0.04% of portfolio
|
Q4 2024
Reduced 11.08%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
1,332
shares
|
$452,400
0.08% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Jan 29, 2025 Q4 2024 |
1,330
shares
|
$451,721
0.16% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,327
shares
|
$450,702
0.11% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,327
shares
|
$450,702
0.18% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
1,323
shares
|
$449,343
0.21% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
1,323
shares
|
$449,343
0.02% of portfolio
|
Q4 2024
Added 31.64%
|
|
|
Highview Capital Management LLC
|
Feb 18, 2025 Q4 2024 |
1,320
shares
|
$448,324
0.19% of portfolio
|
Q4 2024
Added 29.41%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
1,319
shares
|
$447,985
0.03% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Feb 05, 2025 Q4 2024 |
1,316
shares
|
$446,966
0.46% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
1,315
shares
|
$446,626
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
1,314
shares
|
$446,286
0.3% of portfolio
|
Q3 2024
Reduced 2.95%
|