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 |
|---|---|---|---|---|---|
|
Challenger Wealth Management
Aliso Viejo, CA |
Feb 21, 2025 Q4 2024 |
1,000
shares
|
$339,640
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
996
shares
|
$338,281
0.3% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
994
shares
|
$337,602
0.19% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
994
shares
|
$337,602
0.05% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
993
shares
|
$337,262
0.01% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
993
shares
|
$337,262
0.08% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
992
shares
|
$336,922
0.27% of portfolio
|
Q4 2024
Added 9.49%
|
|
|
Planning Alternatives LTD
|
Feb 06, 2025 Q4 2024 |
989
shares
|
$335,903
0.06% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
988
shares
|
$335,564
0.03% of portfolio
|
Q3 2024
Added 13.69%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
986
shares
|
$334,885
0.06% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
982
shares
|
$333,526
0.07% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Boston Partners
Boston, MA |
Feb 10, 2025 Q4 2024 |
981
shares
|
$333,186
0.0% of portfolio
|
Q3 2024
Reduced 12.8%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Feb 13, 2025 Q4 2024 |
979
shares
|
$332,507
0.09% of portfolio
|
Q3 2024
Added 104.38%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Feb 14, 2025 Q4 2024 |
978
shares
|
$332,167
0.1% of portfolio
|
Q4 2024
Reduced 38.88%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
977
shares
|
$331,828
0.03% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
975
shares
|
$331,149
0.02% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Beddow Capital Management Inc
|
Feb 11, 2025 Q4 2024 |
975
shares
|
$331,149
0.15% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
974
shares
|
$330,809
0.03% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
973
shares
|
$330,469
0.22% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
972
shares
|
$330,130
0.07% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
971
shares
|
$329,790
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
970
shares
|
$329,450
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
970
shares
|
$329,450
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Feb 12, 2025 Q4 2024 |
969
shares
|
$329,111
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Diametric Capital, LP
Boston, MA |
Feb 12, 2025 Q4 2024 |
964
shares
|
$327,412
0.3% of portfolio
|
Q4 2024
New holding
|