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 |
|---|---|---|---|---|---|
|
Breed'S Hill Capital LLC
Charlestown, MA |
May 14, 2025 Q1 2025 |
671
shares
|
$237,252
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
First International Bank & Trust
Watford City, ND |
May 12, 2025 Q1 2025 |
670
shares
|
$236,898
0.07% of portfolio
|
Q1 2025
Reduced 7.59%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
670
shares
|
$236,898
0.0% of portfolio
|
Q1 2025
Reduced 27.25%
|
|
|
St. Louis Trust CO
|
May 05, 2025 Q1 2025 |
668
shares
|
$236,191
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
668
shares
|
$236,191
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Patron Partners, LLC
|
Apr 24, 2025 Q1 2025 |
667
shares
|
$235,837
0.12% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Apr 16, 2025 Q1 2025 |
667
shares
|
$235,837
0.13% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
666
shares
|
$235,484
0.05% of portfolio
|
Q2 2023
Reduced 3.76%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
664
shares
|
$234,777
0.02% of portfolio
|
Q4 2022
Added 0.61%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
663
shares
|
$234,423
0.09% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
663
shares
|
$234,423
0.03% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
662
shares
|
$234,069
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
662
shares
|
$234,069
0.03% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Vigilare Wealth Management
|
Jan 13, 2025 Q4 2024 |
661
shares
|
$233,716
0.1% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
661
shares
|
$233,716
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
May 14, 2025 Q1 2025 |
658
shares
|
$232,655
0.17% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
657
shares
|
$232,302
0.09% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
656
shares
|
$231,948
0.07% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
656
shares
|
$231,948
0.27% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
656
shares
|
$231,948
0.09% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
655
shares
|
$231,594
0.09% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
655
shares
|
$231,594
0.1% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
655
shares
|
$231,594
0.01% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Apr 30, 2025 Q1 2025 |
655
shares
|
$231,594
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
653
shares
|
$230,887
0.08% of portfolio
|
Q1 2024
New holding
|