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 |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
445
shares
|
$157,343
0.04% of portfolio
|
Q4 2023
Added 12.66%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
442
shares
|
$156,282
0.02% of portfolio
|
Q1 2025
Reduced 22.32%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
436
shares
|
$154,160
0.02% of portfolio
|
Q1 2025
Added 340.4%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
435
shares
|
$153,807
0.08% of portfolio
|
Q3 2023
Reduced 14.03%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Apr 15, 2025 Q1 2025 |
431
shares
|
$152,392
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
429
shares
|
$151,685
0.03% of portfolio
|
Q1 2025
Added 102.36%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
428
shares
|
$151,332
0.04% of portfolio
|
Q3 2022
Reduced 10.46%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
427
shares
|
$150,978
0.04% of portfolio
|
Q2 2024
Added 0.71%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
423
shares
|
$149,564
0.11% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
420
shares
|
$148,503
0.03% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
420
shares
|
$148,503
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
418
shares
|
$147,796
0.05% of portfolio
|
Q1 2025
Added 90.87%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
412
shares
|
$145,674
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
410
shares
|
$144,967
0.08% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
408
shares
|
$144,260
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
406
shares
|
$143,553
0.09% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
405
shares
|
$143,199
0.05% of portfolio
|
Q1 2025
Reduced 15.8%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
400
shares
|
$141,432
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
394
shares
|
$139,310
0.03% of portfolio
|
Q3 2023
Added 196.24%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
384
shares
|
$135,774
0.04% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
384
shares
|
$135,774
0.04% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
382
shares
|
$135,067
0.03% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
381
shares
|
$134,713
0.03% of portfolio
|
Q1 2025
Added 81.43%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
379
shares
|
$134,006
0.02% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
375
shares
|
$132,592
0.06% of portfolio
|
Q1 2025
Added 103.8%
|