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 |
|---|---|---|---|---|---|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
743
shares
|
$262,709
0.16% of portfolio
|
Q4 2024
Added 28.99%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
741
shares
|
$262,002
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
741
shares
|
$262,002
0.1% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
740
shares
|
$261,649
0.07% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
740
shares
|
$261,649
0.09% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
739
shares
|
$261,295
0.14% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
738
shares
|
$260,942
0.03% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
738
shares
|
$260,942
0.05% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
737
shares
|
$260,588
0.11% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
736
shares
|
$260,234
0.02% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
733
shares
|
$259,174
0.07% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
May 14, 2025 Q1 2025 |
732
shares
|
$258,820
0.16% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
731
shares
|
$258,466
0.1% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Websterrogers Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
730
shares
|
$258,113
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
729
shares
|
$257,759
0.05% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
728
shares
|
$257,406
0.07% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
728
shares
|
$257,406
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
725
shares
|
$256,345
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
722
shares
|
$255,284
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
721
shares
|
$254,931
0.03% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
720
shares
|
$254,577
0.04% of portfolio
|
Q1 2025
Added 928.57%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
719
shares
|
$254,224
0.73% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Dorsey Wright & Associates
|
May 06, 2025 Q1 2025 |
718
shares
|
$253,870
0.06% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
717
shares
|
$253,516
0.04% of portfolio
|
Q4 2024
Reduced 27.21%
|
|
|
Trilogy Capital Inc.
|
May 06, 2025 Q1 2025 |
717
shares
|
$253,516
0.01% of portfolio
|
Q1 2025
Added 0.42%
|