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 |
|---|---|---|---|---|---|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,201
shares
|
$407,907
0.16% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,200
shares
|
$407,568
0.03% of portfolio
|
Q4 2023
Added 36.67%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,200
shares
|
$407,568
0.09% of portfolio
|
Q2 2023
Reduced 2.44%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
1,200
shares
|
$407,568
0.03% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,199
shares
|
$407,228
0.08% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
1,199
shares
|
$407,228
0.05% of portfolio
|
Q4 2024
Reduced 93.41%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
1,199
shares
|
$407,228
0.02% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
1,197
shares
|
$406,549
0.02% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Vega Investment Solutions
Paris, I0 |
Feb 18, 2025 Q4 2024 |
1,197
shares
|
$406,549
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jan 23, 2025 Q4 2024 |
1,194
shares
|
$405,530
0.24% of portfolio
|
Q4 2024
Added 18.22%
|
|
|
Five Oceans Advisors
|
Jan 24, 2025 Q4 2024 |
1,193
shares
|
$405,190
0.22% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
1,193
shares
|
$405,190
0.2% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,186
shares
|
$402,813
0.17% of portfolio
|
Q2 2023
Reduced 1.17%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jan 15, 2025 Q4 2024 |
1,185
shares
|
$402,473
0.21% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
Feb 04, 2025 Q4 2024 |
1,184
shares
|
$402,133
0.26% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Feb 13, 2025 Q4 2024 |
1,183
shares
|
$401,794
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
1,182
shares
|
$401,454
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
1,182
shares
|
$401,454
0.07% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
1,181
shares
|
$401,114
0.25% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jan 31, 2025 Q4 2024 |
1,180
shares
|
$400,775
0.19% of portfolio
|
Q1 2024
Reduced 13.81%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Feb 07, 2025 Q4 2024 |
1,179
shares
|
$400,435
0.14% of portfolio
|
Q2 2023
Reduced 4.38%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
1,177
shares
|
$399,756
0.09% of portfolio
|
Q4 2024
Added 24.03%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
1,171
shares
|
$397,718
0.12% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jan 27, 2025 Q4 2024 |
1,170
shares
|
$397,378
0.27% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,170
shares
|
$397,378
0.18% of portfolio
|
Q1 2023
Added 5.79%
|