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 |
|---|---|---|---|---|---|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
1,169
shares
|
$397,039
0.07% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
1,169
shares
|
$397,039
0.31% of portfolio
|
Q4 2024
Reduced 15.53%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
1,168
shares
|
$396,699
0.01% of portfolio
|
Q4 2024
Reduced 12.97%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
1,167
shares
|
$396,359
0.82% of portfolio
|
Q4 2024
Added 116600.0%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
1,166
shares
|
$396,020
0.31% of portfolio
|
Q1 2024
Added 0.09%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
1,160
shares
|
$393,982
0.01% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
1,160
shares
|
$393,982
0.07% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,156
shares
|
$392,623
0.09% of portfolio
|
Q4 2024
Added 40.12%
|
|
|
Joule Financial, LLC
|
Jan 15, 2025 Q4 2024 |
1,154
shares
|
$391,944
0.15% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
1,152
shares
|
$391,265
0.05% of portfolio
|
Q4 2024
Added 9.4%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Jan 21, 2025 Q4 2024 |
1,150
shares
|
$390,586
0.43% of portfolio
|
Q3 2024
Reduced 14.81%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Feb 11, 2025 Q4 2024 |
1,148
shares
|
$389,906
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
1,147
shares
|
$389,567
0.03% of portfolio
|
Q4 2024
Reduced 0.69%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,146
shares
|
$389,227
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
1,146
shares
|
$389,227
0.03% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,146
shares
|
$389,227
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,145
shares
|
$388,887
0.08% of portfolio
|
Q1 2024
Added 1.78%
|
|
|
Facet Wealth, Inc.
|
Feb 10, 2025 Q4 2024 |
1,143
shares
|
$388,208
0.01% of portfolio
|
Q4 2024
Added 6.92%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
1,141
shares
|
$387,529
0.2% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Winslow Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
1,140
shares
|
$387,189
0.08% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
1,139
shares
|
$386,849
0.05% of portfolio
|
Q4 2024
Reduced 8.07%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
1,137
shares
|
$386,170
0.09% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
1,137
shares
|
$386,170
0.16% of portfolio
|
Q4 2024
Added 12.57%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,137
shares
|
$386,170
0.04% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,136
shares
|
$385,831
0.03% of portfolio
|
Q4 2024
Added 23.48%
|