Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,267 institutions that hold shares in the stock, with a total of 332 Million shares, which have been reported (via 13F filing form) to have a value of $117 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
869
shares
|
$307,261
0.0% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
869
shares
|
$307,261
0.15% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
867
shares
|
$306,553
0.15% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
866
shares
|
$306,200
0.06% of portfolio
|
Q1 2025
Added 25.87%
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
863
shares
|
$305,139
0.43% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
863
shares
|
$305,139
0.08% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
859
shares
|
$303,725
0.04% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
858
shares
|
$303,371
0.02% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
854
shares
|
$301,957
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
853
shares
|
$301,603
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
853
shares
|
$301,603
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
852
shares
|
$301,250
0.06% of portfolio
|
Q4 2024
Added 29.09%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
852
shares
|
$301,250
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
850
shares
|
$300,543
0.15% of portfolio
|
Q2 2024
Added 49.12%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
850
shares
|
$300,543
0.23% of portfolio
|
Q2 2024
Added 2.94%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
849
shares
|
$300,189
0.13% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
848
shares
|
$299,835
0.1% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
844
shares
|
$298,421
0.16% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
844
shares
|
$298,421
0.06% of portfolio
|
Q1 2025
Added 30.85%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
844
shares
|
$298,421
0.17% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
844
shares
|
$298,421
0.28% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
May 08, 2025 Q1 2025 |
844
shares
|
$298,421
0.29% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
842
shares
|
$297,714
0.05% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
842
shares
|
$297,714
0.17% of portfolio
|
Q2 2023
Added 22.03%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
842
shares
|
$297,714
0.04% of portfolio
|
Q1 2025
Reduced 2.88%
|