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 |
|---|---|---|---|---|---|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
848
shares
|
$341,048
0.1% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
844
shares
|
$339,439
0.16% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
844
shares
|
$339,439
0.06% of portfolio
|
Q1 2025
Added 30.85%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Apr 18, 2025 Q1 2025 |
844
shares
|
$339,439
0.17% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Apr 17, 2025 Q1 2025 |
844
shares
|
$339,439
0.28% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
May 08, 2025 Q1 2025 |
844
shares
|
$339,439
0.29% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
842
shares
|
$338,635
0.05% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
842
shares
|
$338,635
0.17% of portfolio
|
Q2 2023
Added 22.03%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
842
shares
|
$338,635
0.04% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
842
shares
|
$338,635
0.17% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
841
shares
|
$338,233
0.03% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
South Street Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
840
shares
|
$337,831
0.05% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
837
shares
|
$336,624
0.06% of portfolio
|
Q1 2025
Reduced 28.89%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
836
shares
|
$336,222
0.03% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
835
shares
|
$335,820
0.04% of portfolio
|
Q2 2025
Reduced 34.97%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
835
shares
|
$335,820
0.02% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
835
shares
|
$335,820
0.0% of portfolio
|
Q1 2025
Reduced 87.47%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
834
shares
|
$335,418
0.18% of portfolio
|
Q2 2025
Reduced 31.86%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
831
shares
|
$334,211
0.33% of portfolio
|
Q1 2025
Added 32.11%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
827
shares
|
$332,602
0.03% of portfolio
|
Q1 2025
Added 17.64%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
827
shares
|
$332,602
0.03% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Apr 30, 2025 Q1 2025 |
827
shares
|
$332,602
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
827
shares
|
$332,602
0.06% of portfolio
|
Q1 2025
Reduced 54.76%
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
826
shares
|
$332,200
0.11% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
826
shares
|
$332,200
0.02% of portfolio
|
Q1 2025
Reduced 12.78%
|