Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,279 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
483
shares
|
$194,252
0.14% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
478
shares
|
$192,242
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
478
shares
|
$192,242
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
477
shares
|
$191,839
0.01% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
467
shares
|
$187,818
0.03% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
467
shares
|
$187,818
0.12% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
450
shares
|
$180,981
0.01% of portfolio
|
Q2 2023
Reduced 27.18%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
450
shares
|
$180,981
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
450
shares
|
$180,981
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
448
shares
|
$180,176
0.09% of portfolio
|
Q2 2018
Reduced 32.43%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
448
shares
|
$180,176
0.06% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
446
shares
|
$179,372
0.06% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
445
shares
|
$178,970
0.04% of portfolio
|
Q4 2023
Added 12.66%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
442
shares
|
$177,763
0.02% of portfolio
|
Q1 2025
Reduced 22.32%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
436
shares
|
$175,350
0.02% of portfolio
|
Q1 2025
Added 340.4%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
435
shares
|
$174,948
0.08% of portfolio
|
Q3 2023
Reduced 14.03%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
431
shares
|
$173,339
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
429
shares
|
$172,535
0.03% of portfolio
|
Q1 2025
Added 102.36%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
427
shares
|
$171,730
0.04% of portfolio
|
Q2 2024
Added 0.71%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
423
shares
|
$170,122
0.11% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
420
shares
|
$168,915
0.03% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
420
shares
|
$168,915
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
418
shares
|
$168,111
0.05% of portfolio
|
Q1 2025
Added 90.87%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
412
shares
|
$165,698
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
410
shares
|
$164,893
0.08% of portfolio
|
Q3 2024
Reduced 1.2%
|