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 |
|---|---|---|---|---|---|
|
Motco
|
May 07, 2025 Q1 2025 |
374
shares
|
$132,238
0.01% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
353
shares
|
$124,813
0.07% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
May 02, 2025 Q1 2025 |
352
shares
|
$124,460
0.05% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
350
shares
|
$123,753
0.01% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
350
shares
|
$123,753
0.04% of portfolio
|
Q4 2024
Reduced 28.43%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
342
shares
|
$120,924
0.04% of portfolio
|
Q1 2025
Reduced 39.47%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
339
shares
|
$119,863
0.01% of portfolio
|
Q1 2025
Added 41.84%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
May 14, 2025 Q1 2025 |
337
shares
|
$119,156
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 09, 2025 Q1 2025 |
331
shares
|
$117,034
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
329
shares
|
$116,327
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
|
$116,327
0.0% of portfolio
|
Q1 2025
Reduced 4.91%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
326
shares
|
$115,267
0.09% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
321
shares
|
$113,499
0.02% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
320
shares
|
$113,145
0.0% of portfolio
|
Q3 2023
Reduced 1.84%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
315
shares
|
$111,377
0.01% of portfolio
|
Q1 2025
Added 35.19%
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
311
shares
|
$109,963
0.03% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
310
shares
|
$109,609
0.08% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
306
shares
|
$108,195
0.04% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
304
shares
|
$107,488
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
302
shares
|
$106,781
0.02% of portfolio
|
Q2 2024
Reduced 9.58%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
301
shares
|
$106,427
0.03% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
300
shares
|
$106,074
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
298
shares
|
$105,366
0.03% of portfolio
|
Q4 2024
Added 81.71%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
296
shares
|
$104,659
0.01% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
292
shares
|
$103,245
0.0% of portfolio
|
Q1 2025
Added 48.98%
|