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 |
|---|---|---|---|---|---|
|
Precision Wealth Strategies, LLC
|
Jan 24, 2025 Q4 2024 |
1,055
shares
|
$358,320
0.39% of portfolio
|
Q4 2024
Added 9.55%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Feb 14, 2025 Q4 2024 |
1,054
shares
|
$357,980
0.1% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Northside Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,053
shares
|
$357,640
0.1% of portfolio
|
Q4 2024
Added 50.43%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Feb 11, 2025 Q4 2024 |
1,053
shares
|
$357,640
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
1,051
shares
|
$356,961
0.05% of portfolio
|
Q4 2024
Added 19.98%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,051
shares
|
$356,961
0.14% of portfolio
|
Q2 2022
Reduced 19.89%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
1,050
shares
|
$356,622
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
1,050
shares
|
$356,622
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
1,050
shares
|
$356,622
0.02% of portfolio
|
Q4 2024
Reduced 37.05%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
1,049
shares
|
$356,282
0.05% of portfolio
|
Q2 2024
Reduced 9.49%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Feb 06, 2025 Q4 2024 |
1,049
shares
|
$356,282
0.14% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
1,048
shares
|
$355,942
0.13% of portfolio
|
Q4 2023
Added 4.28%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 03, 2025 Q4 2024 |
1,048
shares
|
$355,942
0.05% of portfolio
|
Q4 2024
Reduced 55.21%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
1,047
shares
|
$355,603
0.14% of portfolio
|
Q4 2024
Reduced 13.76%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
1,047
shares
|
$355,603
0.25% of portfolio
|
Q4 2024
Reduced 93.36%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Jan 16, 2025 Q4 2024 |
1,047
shares
|
$355,603
0.21% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
1,047
shares
|
$355,603
0.14% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
1,045
shares
|
$354,923
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
1,044
shares
|
$354,584
0.16% of portfolio
|
Q4 2024
Reduced 8.74%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,040
shares
|
$353,225
0.06% of portfolio
|
Q4 2024
Reduced 22.27%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
1,038
shares
|
$352,546
0.11% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
1,036
shares
|
$351,867
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Feb 12, 2025 Q4 2024 |
1,036
shares
|
$351,867
0.01% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
1,034
shares
|
$351,187
0.16% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Jan 17, 2025 Q4 2024 |
1,028
shares
|
$349,149
0.26% of portfolio
|
Q4 2024
Reduced 0.87%
|