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 |
|---|---|---|---|---|---|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
842
shares
|
$297,714
0.17% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
841
shares
|
$297,360
0.03% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
South Street Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
840
shares
|
$297,007
0.05% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
837
shares
|
$295,946
0.06% of portfolio
|
Q1 2025
Reduced 28.89%
|
|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Apr 28, 2025 Q1 2025 |
836
shares
|
$295,592
0.03% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
835
shares
|
$295,239
0.02% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
835
shares
|
$295,239
0.0% of portfolio
|
Q1 2025
Reduced 87.47%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
May 14, 2025 Q1 2025 |
831
shares
|
$293,824
0.27% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Apr 30, 2025 Q1 2025 |
831
shares
|
$293,824
0.33% of portfolio
|
Q1 2025
Added 32.11%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
827
shares
|
$292,410
0.03% of portfolio
|
Q1 2025
Added 17.64%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
827
shares
|
$292,410
0.03% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Apr 30, 2025 Q1 2025 |
827
shares
|
$292,410
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
827
shares
|
$292,410
0.06% of portfolio
|
Q1 2025
Reduced 54.76%
|
|
|
Blodgett Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
826
shares
|
$292,057
0.23% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Encompass Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
826
shares
|
$292,057
0.11% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
826
shares
|
$292,057
0.02% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Alpine Woods Capital Investors, LLC
|
Apr 30, 2025 Q1 2025 |
821
shares
|
$290,289
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
821
shares
|
$290,289
0.09% of portfolio
|
Q1 2023
Reduced 40.03%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
820
shares
|
$289,935
0.12% of portfolio
|
Q1 2024
Reduced 10.87%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
820
shares
|
$289,935
0.04% of portfolio
|
Q1 2025
Reduced 19.61%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
818
shares
|
$289,228
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
May 12, 2025 Q1 2025 |
818
shares
|
$289,228
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
May 13, 2025 Q1 2025 |
816
shares
|
$288,521
0.24% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
816
shares
|
$288,521
0.17% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Apr 23, 2025 Q1 2025 |
816
shares
|
$288,521
0.21% of portfolio
|
Q1 2025
New holding
|