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 |
|---|---|---|---|---|---|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
1,097
shares
|
$372,585
0.11% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
Financial Advisors Network, Inc.
|
Feb 14, 2025 Q4 2024 |
1,094
shares
|
$371,566
0.07% of portfolio
|
Q4 2024
Added 23.06%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,093
shares
|
$371,226
0.22% of portfolio
|
Q2 2024
Reduced 64.46%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
1,092
shares
|
$370,886
0.31% of portfolio
|
Q3 2023
New holding
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jan 13, 2025 Q4 2024 |
1,092
shares
|
$370,886
0.2% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Financial Advisors, LLC
Andover, MA |
Jan 15, 2025 Q4 2024 |
1,090
shares
|
$370,207
0.08% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
1,086
shares
|
$368,849
0.08% of portfolio
|
Q4 2024
Reduced 4.4%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jan 30, 2025 Q4 2024 |
1,085
shares
|
$368,509
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Bender Robert & Associates
|
Feb 07, 2025 Q4 2024 |
1,084
shares
|
$368,169
0.09% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,084
shares
|
$368,169
0.16% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Consilium Wealth Advisory, LLC
|
Feb 05, 2025 Q4 2024 |
1,081
shares
|
$367,150
0.19% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
Jan 30, 2025 Q4 2024 |
1,079
shares
|
$366,471
0.07% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
1,079
shares
|
$366,471
0.2% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
Feb 14, 2025 Q4 2024 |
1,078
shares
|
$366,131
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Silvant Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
1,076
shares
|
$365,452
0.02% of portfolio
|
Q3 2019
Reduced 18.05%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
1,074
shares
|
$364,773
0.05% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Feb 12, 2025 Q4 2024 |
1,074
shares
|
$364,773
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
1,070
shares
|
$363,414
0.08% of portfolio
|
Q4 2024
Added 41.53%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
1,067
shares
|
$362,395
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
1,065
shares
|
$361,716
0.12% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jan 22, 2025 Q4 2024 |
1,063
shares
|
$361,037
0.15% of portfolio
|
Q1 2024
Added 7.27%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,062
shares
|
$360,697
0.07% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
1,060
shares
|
$360,018
0.08% of portfolio
|
Q4 2024
Added 29.11%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
Feb 13, 2025 Q4 2024 |
1,059
shares
|
$359,678
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
1,056
shares
|
$358,659
0.08% of portfolio
|
Q4 2024
Reduced 34.33%
|