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 |
|---|---|---|---|---|---|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
408
shares
|
$164,089
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
406
shares
|
$163,285
0.09% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
405
shares
|
$162,882
0.05% of portfolio
|
Q1 2025
Reduced 15.8%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
400
shares
|
$160,872
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Birchbrook, Inc.
Bangor, ME |
Jun 10, 2025 Q1 2025 |
400
shares
|
$160,872
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
394
shares
|
$158,458
0.03% of portfolio
|
Q3 2023
Added 196.24%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
384
shares
|
$154,437
0.04% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
384
shares
|
$154,437
0.04% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
382
shares
|
$153,632
0.03% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
381
shares
|
$153,230
0.03% of portfolio
|
Q1 2025
Added 81.43%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
379
shares
|
$152,426
0.02% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
375
shares
|
$150,817
0.06% of portfolio
|
Q1 2025
Added 103.8%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
374
shares
|
$150,415
0.01% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
353
shares
|
$141,969
0.07% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
352
shares
|
$141,567
0.05% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
350
shares
|
$140,763
0.01% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
350
shares
|
$140,763
0.04% of portfolio
|
Q4 2024
Reduced 28.43%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
342
shares
|
$137,545
0.04% of portfolio
|
Q1 2025
Reduced 39.47%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
339
shares
|
$136,339
0.01% of portfolio
|
Q1 2025
Added 41.84%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
337
shares
|
$135,534
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
333
shares
|
$133,925
0.03% of portfolio
|
Q2 2025
Reduced 22.2%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
331
shares
|
$133,121
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
329
shares
|
$132,317
0.03% of portfolio
|
Q3 2024
Reduced 35.24%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
329
shares
|
$132,317
0.0% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
326
shares
|
$131,110
0.09% of portfolio
|
Q1 2025
Added 0.93%
|