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 |
|---|---|---|---|---|---|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
903
shares
|
$363,168
0.06% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Crestmont Private Wealth LLC
|
Apr 10, 2025 Q1 2025 |
902
shares
|
$362,766
0.13% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
900
shares
|
$361,962
0.04% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
May 02, 2025 Q1 2025 |
900
shares
|
$361,962
0.12% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Apr 16, 2025 Q1 2025 |
899
shares
|
$361,559
0.07% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
898
shares
|
$361,157
0.07% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
896
shares
|
$360,353
0.18% of portfolio
|
Q4 2024
Added 50.08%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
May 15, 2025 Q1 2025 |
895
shares
|
$359,951
0.02% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
891
shares
|
$358,342
0.08% of portfolio
|
Q4 2024
Added 43.25%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
890
shares
|
$357,940
0.12% of portfolio
|
Q1 2025
Reduced 39.91%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
889
shares
|
$357,538
0.08% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
887
shares
|
$356,733
0.05% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
886
shares
|
$356,331
0.03% of portfolio
|
Q1 2025
Reduced 6.34%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
886
shares
|
$356,331
0.26% of portfolio
|
Q1 2025
Reduced 27.56%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Jun 23, 2025 Q1 2025 |
883
shares
|
$355,124
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
882
shares
|
$354,722
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Maple Capital Management, Inc.
|
Jun 16, 2025 Q1 2025 |
881
shares
|
$354,320
0.02% of portfolio
|
Q1 2025
Added 24.26%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
880
shares
|
$353,918
0.09% of portfolio
|
Q2 2024
Added 3.41%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
880
shares
|
$353,918
0.04% of portfolio
|
Q1 2025
Added 10.97%
|
|
|
Requisite Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
877
shares
|
$352,711
0.07% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Apr 17, 2025 Q1 2025 |
877
shares
|
$352,711
0.09% of portfolio
|
Q1 2025
Added 31.29%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
877
shares
|
$352,711
0.13% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
877
shares
|
$352,711
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
876
shares
|
$352,309
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
876
shares
|
$352,309
0.06% of portfolio
|
Q2 2024
New holding
|