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 |
|---|---|---|---|---|---|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
800
shares
|
$321,744
0.09% of portfolio
|
Q1 2025
Reduced 55.11%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
799
shares
|
$321,341
0.23% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
798
shares
|
$320,939
0.09% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
797
shares
|
$320,537
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
797
shares
|
$320,537
0.02% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
796
shares
|
$320,135
0.05% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
794
shares
|
$319,330
0.0% of portfolio
|
Q1 2025
Reduced 19.06%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
791
shares
|
$318,124
0.02% of portfolio
|
Q3 2023
Reduced 0.5%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
790
shares
|
$317,722
0.01% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
790
shares
|
$317,722
0.21% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
788
shares
|
$316,917
0.14% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
787
shares
|
$316,515
0.08% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
787
shares
|
$316,515
0.12% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
787
shares
|
$316,515
0.32% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
786
shares
|
$316,113
0.03% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
786
shares
|
$316,113
0.2% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
784
shares
|
$315,309
0.07% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Pettee Investors, Inc.
|
May 02, 2025 Q1 2025 |
783
shares
|
$314,906
0.16% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
783
shares
|
$314,906
0.05% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
782
shares
|
$314,504
0.04% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
780
shares
|
$313,700
0.13% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
779
shares
|
$313,298
0.12% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
778
shares
|
$312,896
0.09% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
778
shares
|
$312,896
0.07% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
777
shares
|
$312,493
0.27% of portfolio
|
Q3 2024
New holding
|