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 |
|---|---|---|---|---|---|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
790
shares
|
$279,328
0.21% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Mbe Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
788
shares
|
$278,621
0.14% of portfolio
|
Q1 2025
Added 9.9%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
787
shares
|
$278,267
0.12% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
787
shares
|
$278,267
0.32% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
786
shares
|
$277,913
0.03% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
786
shares
|
$277,913
0.2% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
784
shares
|
$277,206
0.07% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Pettee Investors, Inc.
|
May 02, 2025 Q1 2025 |
783
shares
|
$276,853
0.16% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
783
shares
|
$276,853
0.05% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
782
shares
|
$276,499
0.04% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Apr 28, 2025 Q1 2025 |
780
shares
|
$275,792
0.13% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
779
shares
|
$275,438
0.12% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Parisi Gray Wealth Management
|
Apr 14, 2025 Q1 2025 |
778
shares
|
$275,085
0.09% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
778
shares
|
$275,085
0.07% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
777
shares
|
$274,731
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
776
shares
|
$274,378
0.19% of portfolio
|
Q1 2025
Added 34.96%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
774
shares
|
$273,670
0.03% of portfolio
|
Q1 2025
Added 21.32%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
772
shares
|
$272,963
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
772
shares
|
$272,963
0.13% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
772
shares
|
$272,963
0.01% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
770
shares
|
$272,256
0.04% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
769
shares
|
$271,903
0.2% of portfolio
|
Q1 2025
Reduced 19.48%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
766
shares
|
$270,842
0.07% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
766
shares
|
$270,842
0.11% of portfolio
|
Q1 2025
Added 12.32%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
765
shares
|
$270,488
0.18% of portfolio
|
Q4 2024
New holding
|