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 |
|---|---|---|---|---|---|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
1,026
shares
|
$348,470
0.04% of portfolio
|
Q4 2024
Reduced 28.2%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,025
shares
|
$348,131
0.08% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
1,024
shares
|
$347,791
0.02% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
1,024
shares
|
$347,791
0.08% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
1,021
shares
|
$346,772
0.14% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
1,021
shares
|
$346,772
0.25% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
1,020
shares
|
$346,432
0.06% of portfolio
|
Q4 2024
Added 5.15%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
1,020
shares
|
$346,432
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
1,017
shares
|
$345,413
0.08% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
1,017
shares
|
$345,413
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 13, 2025 Q4 2024 |
1,014
shares
|
$344,394
0.06% of portfolio
|
Q1 2024
Added 7.42%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
1,012
shares
|
$343,715
0.08% of portfolio
|
Q2 2024
Reduced 6.21%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
1,011
shares
|
$343,376
0.19% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
1,009
shares
|
$342,696
0.18% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
1,006
shares
|
$341,677
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
1,005
shares
|
$341,338
0.27% of portfolio
|
Q2 2024
Added 7.49%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
1,005
shares
|
$341,338
0.05% of portfolio
|
Q2 2024
Reduced 0.2%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
1,005
shares
|
$341,338
0.04% of portfolio
|
Q4 2024
Reduced 69.59%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
1,004
shares
|
$340,998
0.12% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Feb 06, 2025 Q4 2024 |
1,003
shares
|
$340,658
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
1,000
shares
|
$339,640
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,000
shares
|
$339,640
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Merrion Investment Management Co, LLC
|
Jan 23, 2025 Q4 2024 |
1,000
shares
|
$339,640
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Miller Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$339,640
0.18% of portfolio
|
Q2 2023
Added 900.0%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Feb 13, 2025 Q4 2024 |
1,000
shares
|
$339,640
0.31% of portfolio
|
Q4 2024
New holding
|