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 |
|---|---|---|---|---|---|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
716
shares
|
$253,163
0.2% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
715
shares
|
$252,809
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Clarus Group, Inc.
|
Apr 24, 2025 Q1 2025 |
714
shares
|
$252,456
0.09% of portfolio
|
Q1 2025
Reduced 58.29%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
714
shares
|
$252,456
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Millburn Ridgefield Corp
|
Apr 15, 2025 Q1 2025 |
713
shares
|
$252,102
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
711
shares
|
$251,395
0.09% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
710
shares
|
$251,041
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Maple Capital Management, Inc.
|
Feb 05, 2025 Q4 2024 |
709
shares
|
$250,688
0.02% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
709
shares
|
$250,688
0.04% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Lynch & Associates
|
Apr 17, 2025 Q1 2025 |
708
shares
|
$250,334
0.05% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Geneva Partners, LLC
|
Apr 30, 2025 Q1 2025 |
707
shares
|
$249,981
0.12% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
May 12, 2025 Q1 2025 |
706
shares
|
$249,627
0.03% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Jarislowsky, Fraser LTD
|
May 12, 2025 Q1 2025 |
705
shares
|
$249,273
0.0% of portfolio
|
Q1 2024
Reduced 2.28%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
703
shares
|
$248,566
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
701
shares
|
$247,859
0.07% of portfolio
|
Q1 2025
Reduced 74.05%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
700
shares
|
$247,506
0.13% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
700
shares
|
$247,506
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
700
shares
|
$247,506
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
699
shares
|
$247,152
0.04% of portfolio
|
Q1 2025
Added 21.35%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
698
shares
|
$246,798
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
697
shares
|
$246,445
0.05% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
696
shares
|
$246,091
0.04% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
695
shares
|
$245,738
0.16% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
693
shares
|
$245,030
0.16% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
692
shares
|
$244,677
0.04% of portfolio
|
Q1 2025
Added 1.32%
|