Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,279 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
1,000
shares
|
$402,180
0.25% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$402,180
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
996
shares
|
$400,571
0.03% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
994
shares
|
$399,766
0.08% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
De Dora Capital, Inc.
|
May 06, 2025 Q1 2025 |
991
shares
|
$398,560
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
989
shares
|
$397,756
0.03% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
989
shares
|
$397,756
0.03% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
985
shares
|
$396,147
0.05% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
984
shares
|
$395,745
0.03% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
984
shares
|
$395,745
0.05% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
982
shares
|
$394,940
0.07% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
979
shares
|
$393,734
0.03% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
May 14, 2025 Q1 2025 |
979
shares
|
$393,734
0.08% of portfolio
|
Q3 2024
Added 104.38%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
977
shares
|
$392,929
0.04% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
977
shares
|
$392,929
0.13% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Beddow Capital Management Inc
|
May 09, 2025 Q1 2025 |
975
shares
|
$392,125
0.12% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
975
shares
|
$392,125
0.25% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
971
shares
|
$390,516
0.2% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
970
shares
|
$390,114
0.18% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
970
shares
|
$390,114
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
970
shares
|
$390,114
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
969
shares
|
$389,712
0.07% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Apr 24, 2025 Q1 2025 |
969
shares
|
$389,712
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Chicago Trust CO Na
|
Apr 14, 2025 Q1 2025 |
965
shares
|
$388,103
0.07% of portfolio
|
Q1 2025
Reduced 46.12%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
960
shares
|
$386,092
0.02% of portfolio
|
Q4 2024
Reduced 0.93%
|