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 |
|---|---|---|---|---|---|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
815
shares
|
$288,167
0.06% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
815
shares
|
$288,167
0.1% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
May 13, 2025 Q1 2025 |
815
shares
|
$288,167
0.16% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Chase Investment Counsel Corp
|
May 12, 2025 Q1 2025 |
814
shares
|
$287,814
0.1% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
814
shares
|
$287,814
0.1% of portfolio
|
Q1 2025
Reduced 44.78%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
813
shares
|
$287,460
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Apr 10, 2025 Q1 2025 |
813
shares
|
$287,460
0.12% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
811
shares
|
$286,753
0.19% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
810
shares
|
$286,399
0.1% of portfolio
|
Q1 2025
Reduced 8.37%
|
|
|
Cook Wealth Management Group LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
809
shares
|
$286,046
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
805
shares
|
$284,631
0.02% of portfolio
|
Q4 2024
Reduced 19.9%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Apr 22, 2025 Q1 2025 |
805
shares
|
$284,631
0.1% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Banque Pictet & Cie Sa
|
Apr 30, 2025 Q1 2025 |
803
shares
|
$283,924
0.0% of portfolio
|
Q1 2025
Reduced 94.23%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
801
shares
|
$283,217
0.04% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
800
shares
|
$282,864
0.09% of portfolio
|
Q4 2023
Reduced 78.95%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
800
shares
|
$282,864
0.09% of portfolio
|
Q1 2025
Reduced 55.11%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
799
shares
|
$282,510
0.23% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
798
shares
|
$282,156
0.09% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
797
shares
|
$281,803
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
797
shares
|
$281,803
0.02% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
797
shares
|
$281,803
0.0% of portfolio
|
Q4 2024
Added 33.28%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
796
shares
|
$281,449
0.05% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
794
shares
|
$280,742
0.0% of portfolio
|
Q1 2025
Reduced 19.06%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
791
shares
|
$279,681
0.02% of portfolio
|
Q3 2023
Reduced 0.5%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
790
shares
|
$279,328
0.01% of portfolio
|
Q1 2025
Added 10.34%
|