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 |
|---|---|---|---|---|---|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
1,242
shares
|
$421,832
0.34% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
1,241
shares
|
$421,493
0.12% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
1,240
shares
|
$421,153
0.06% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
1,238
shares
|
$420,474
0.11% of portfolio
|
Q4 2024
Added 2.48%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
1,237
shares
|
$420,134
0.12% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
1,236
shares
|
$419,795
0.27% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
1,235
shares
|
$419,455
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
1,233
shares
|
$418,776
0.05% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
1,231
shares
|
$418,096
0.24% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Pinnacle Financial Group, LLC
|
Feb 14, 2025 Q4 2024 |
1,231
shares
|
$418,096
0.18% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Trustco Bank Corp N Y
Albany, NY |
Feb 14, 2025 Q4 2024 |
1,231
shares
|
$418,096
0.5% of portfolio
|
Q1 2024
Reduced 10.86%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
1,230
shares
|
$417,757
0.06% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
1,226
shares
|
$416,398
0.04% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,223
shares
|
$415,379
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
1,223
shares
|
$415,379
0.36% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
1,223
shares
|
$415,379
0.04% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
1,220
shares
|
$414,360
0.16% of portfolio
|
Q4 2024
Reduced 17.01%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jan 21, 2025 Q4 2024 |
1,218
shares
|
$413,681
0.09% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
1,217
shares
|
$413,341
0.16% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
1,213
shares
|
$411,983
0.22% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
1,208
shares
|
$410,285
0.05% of portfolio
|
Q4 2024
Added 9.62%
|
|
|
Prentice Wealth Management LLC
|
Feb 03, 2025 Q4 2024 |
1,205
shares
|
$409,266
0.13% of portfolio
|
Q4 2024
Added 10.45%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,205
shares
|
$409,266
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
1,204
shares
|
$408,926
0.0% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
1,201
shares
|
$407,907
0.15% of portfolio
|
Q4 2024
Added 0.08%
|