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 |
|---|---|---|---|---|---|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
1,134
shares
|
$385,151
0.04% of portfolio
|
Q4 2024
Added 45.57%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
1,133
shares
|
$384,812
0.12% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
1,132
shares
|
$384,472
0.27% of portfolio
|
Q4 2024
Added 8.43%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,131
shares
|
$384,132
0.01% of portfolio
|
Q3 2023
Added 0.44%
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Feb 14, 2025 Q4 2024 |
1,131
shares
|
$384,132
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
1,129
shares
|
$383,453
0.05% of portfolio
|
Q1 2022
Reduced 30.69%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
1,128
shares
|
$383,113
0.02% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
1,127
shares
|
$382,774
0.01% of portfolio
|
Q4 2023
Added 24.53%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
1,127
shares
|
$382,774
0.01% of portfolio
|
Q2 2024
Added 2.55%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Jan 24, 2025 Q4 2024 |
1,127
shares
|
$382,774
0.11% of portfolio
|
Q2 2024
Added 22.9%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
1,125
shares
|
$382,095
0.03% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
1,123
shares
|
$381,415
0.09% of portfolio
|
Q4 2024
Added 79.39%
|
|
|
Spring Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,120
shares
|
$380,396
0.24% of portfolio
|
Q4 2022
New holding
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
1,120
shares
|
$380,396
0.04% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Feb 07, 2025 Q4 2024 |
1,119
shares
|
$380,057
0.21% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
1,114
shares
|
$378,358
0.0% of portfolio
|
Q3 2024
Added 12.41%
|
|
|
Driehaus Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,114
shares
|
$378,358
0.0% of portfolio
|
Q4 2024
Added 22.15%
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
1,112
shares
|
$377,679
0.04% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
1,106
shares
|
$375,641
0.03% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
1,106
shares
|
$375,641
0.16% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
1,101
shares
|
$373,943
0.41% of portfolio
|
Q4 2022
New holding
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,100
shares
|
$373,604
0.03% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Feb 14, 2025 Q4 2024 |
1,100
shares
|
$373,604
0.29% of portfolio
|
Q1 2023
Reduced 5.01%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
1,100
shares
|
$373,604
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,099
shares
|
$373,264
0.08% of portfolio
|
Q4 2024
Added 0.27%
|