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 |
|---|---|---|---|---|---|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
528
shares
|
$186,690
0.19% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
527
shares
|
$186,336
0.0% of portfolio
|
Q1 2025
Added 45.18%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
526
shares
|
$185,983
0.0% of portfolio
|
Q3 2022
Reduced 90.44%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
523
shares
|
$184,922
0.14% of portfolio
|
Q1 2025
Reduced 31.0%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
521
shares
|
$184,215
0.01% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
520
shares
|
$183,861
0.01% of portfolio
|
Q4 2024
Reduced 43.48%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
519
shares
|
$183,508
0.02% of portfolio
|
Q1 2025
Added 23.87%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
515
shares
|
$182,093
0.14% of portfolio
|
Q1 2025
Reduced 27.97%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
504
shares
|
$178,204
0.17% of portfolio
|
Q4 2024
Reduced 45.22%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
500
shares
|
$176,790
0.04% of portfolio
|
Q4 2023
Reduced 50.2%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
493
shares
|
$174,314
0.07% of portfolio
|
Q1 2025
Reduced 23.09%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
491
shares
|
$173,607
0.05% of portfolio
|
Q4 2024
Added 70.49%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
490
shares
|
$173,254
0.3% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
485
shares
|
$171,486
0.16% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
483
shares
|
$170,779
0.14% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
478
shares
|
$169,011
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
478
shares
|
$169,011
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
477
shares
|
$168,657
0.01% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
467
shares
|
$165,121
0.03% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
467
shares
|
$165,121
0.12% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
450
shares
|
$159,111
0.01% of portfolio
|
Q2 2023
Reduced 27.18%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
450
shares
|
$159,111
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
448
shares
|
$158,403
0.09% of portfolio
|
Q2 2018
Reduced 32.43%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
448
shares
|
$158,403
0.06% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
446
shares
|
$157,696
0.06% of portfolio
|
Q4 2024
Added 3.0%
|