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 |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,270
shares
|
$435,152
0.03% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
1,270
shares
|
$435,152
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
1,267
shares
|
$434,124
0.14% of portfolio
|
Q4 2023
Reduced 4.52%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,267
shares
|
$434,124
0.08% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Monte Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
1,266
shares
|
$433,782
0.2% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
Feb 10, 2025 Q4 2024 |
1,266
shares
|
$433,782
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
1,265
shares
|
$433,439
0.01% of portfolio
|
Q4 2024
Added 2911.9%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
1,263
shares
|
$432,754
0.07% of portfolio
|
Q4 2024
Added 67.51%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
1,263
shares
|
$432,754
0.07% of portfolio
|
Q4 2024
Reduced 51.1%
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
1,262
shares
|
$432,411
0.24% of portfolio
|
Q4 2024
Reduced 4.54%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jan 30, 2025 Q4 2024 |
1,262
shares
|
$432,411
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Feb 11, 2025 Q4 2024 |
1,262
shares
|
$432,411
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
1,260
shares
|
$431,726
0.1% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Feb 12, 2025 Q4 2024 |
1,260
shares
|
$431,726
0.08% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
1,258
shares
|
$431,041
0.27% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Feb 04, 2025 Q4 2024 |
1,253
shares
|
$429,327
0.26% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Feb 10, 2025 Q4 2024 |
1,253
shares
|
$429,327
0.26% of portfolio
|
Q4 2024
Reduced 82.28%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
1,252
shares
|
$428,985
0.14% of portfolio
|
Q4 2024
Added 9.25%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
1,251
shares
|
$428,642
0.25% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
1,251
shares
|
$428,642
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
1,250
shares
|
$428,300
0.3% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
1,246
shares
|
$426,929
0.08% of portfolio
|
Q4 2024
Reduced 14.07%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
1,246
shares
|
$426,929
0.11% of portfolio
|
Q4 2024
Added 27.79%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
1,246
shares
|
$426,929
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
1,242
shares
|
$425,558
0.34% of portfolio
|
Q4 2024
Added 0.65%
|