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 National Corp
|
Jan 29, 2025 Q4 2024 |
1,312
shares
|
$445,607
0.11% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
1,312
shares
|
$445,607
0.13% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,311
shares
|
$445,268
0.02% of portfolio
|
Q3 2022
Added 4.21%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
Feb 18, 2025 Q4 2024 |
1,311
shares
|
$445,268
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
Mar 12, 2025 Q4 2024 |
1,310
shares
|
$444,928
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
1,309
shares
|
$444,588
0.12% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
1,306
shares
|
$443,569
0.02% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,305
shares
|
$443,230
0.16% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Schulhoff & CO Inc
|
Feb 05, 2025 Q4 2024 |
1,305
shares
|
$443,230
0.22% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
1,300
shares
|
$441,532
0.04% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
1,299
shares
|
$441,192
0.24% of portfolio
|
Q1 2024
Reduced 6.61%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,294
shares
|
$439,494
0.19% of portfolio
|
Q4 2024
Added 18.93%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
1,293
shares
|
$439,154
0.04% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
1,286
shares
|
$436,777
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
1,283
shares
|
$435,758
0.21% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
1,281
shares
|
$435,078
0.02% of portfolio
|
Q4 2024
Added 20.39%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Feb 11, 2025 Q4 2024 |
1,281
shares
|
$435,078
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,279
shares
|
$434,399
0.25% of portfolio
|
Q1 2024
Added 4.58%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
1,276
shares
|
$433,380
0.02% of portfolio
|
Q4 2024
Reduced 10.71%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
1,276
shares
|
$433,380
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
1,275
shares
|
$433,041
0.01% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
1,274
shares
|
$432,701
0.07% of portfolio
|
Q4 2024
Added 9.92%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
1,273
shares
|
$432,361
0.56% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
1,271
shares
|
$431,682
0.13% of portfolio
|
Q4 2024
Added 10.04%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
1,270
shares
|
$431,342
0.2% of portfolio
|
Q2 2024
Added 4.1%
|