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 |
|---|---|---|---|---|---|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
609
shares
|
$215,330
0.07% of portfolio
|
Q1 2025
Reduced 55.38%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
605
shares
|
$213,915
0.06% of portfolio
|
Q3 2024
Reduced 35.29%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
604
shares
|
$213,562
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
600
shares
|
$212,148
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
599
shares
|
$211,794
0.15% of portfolio
|
Q1 2025
Added 40.28%
|
|
|
Piscataqua Savings Bank
|
Apr 11, 2025 Q1 2025 |
586
shares
|
$207,197
0.18% of portfolio
|
Q1 2024
Reduced 14.58%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
583
shares
|
$206,137
0.02% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
580
shares
|
$205,076
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
580
shares
|
$205,076
0.09% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
579
shares
|
$204,722
0.06% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
571
shares
|
$201,894
0.06% of portfolio
|
Q1 2025
Reduced 74.19%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
570
shares
|
$201,540
0.15% of portfolio
|
Q3 2024
Reduced 61.15%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
569
shares
|
$201,187
0.17% of portfolio
|
Q1 2025
Added 145.26%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
567
shares
|
$200,479
0.11% of portfolio
|
Q1 2025
Reduced 14.09%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
559
shares
|
$197,651
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
557
shares
|
$196,944
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
557
shares
|
$196,944
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
553
shares
|
$195,529
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
552
shares
|
$195,176
0.03% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
551
shares
|
$194,822
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
550
shares
|
$194,469
0.02% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
544
shares
|
$192,347
0.07% of portfolio
|
Q1 2024
Reduced 97.14%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
543
shares
|
$191,993
0.87% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
535
shares
|
$189,165
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
530
shares
|
$187,397
0.03% of portfolio
|
Q1 2025
Reduced 31.26%
|