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 |
|---|---|---|---|---|---|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
250
shares
|
$100,545
0.02% of portfolio
|
Q2 2024
Reduced 15.54%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
250
shares
|
$100,545
0.02% of portfolio
|
Q3 2021
Reduced 4.58%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
250
shares
|
$100,545
0.04% of portfolio
|
Q3 2023
Reduced 61.54%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
250
shares
|
$100,545
0.02% of portfolio
|
Q1 2025
Reduced 80.77%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
May 15, 2025 Q1 2025 |
250
shares
|
$100,545
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
250
shares
|
$100,545
0.06% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
249
shares
|
$100,142
0.07% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
245
shares
|
$98,534
0.08% of portfolio
|
Q1 2025
Added 28.27%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
237
shares
|
$95,316
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
235
shares
|
$94,512
0.01% of portfolio
|
Q1 2025
Reduced 98.67%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
234
shares
|
$94,110
0.05% of portfolio
|
Q1 2025
Added 22.51%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
234
shares
|
$94,110
0.03% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
230
shares
|
$92,501
1.01% of portfolio
|
Q1 2025
Reduced 37.84%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
228
shares
|
$91,697
0.03% of portfolio
|
Q3 2023
Added 20.0%
|
|
|
Horrell Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
226
shares
|
$90,892
0.03% of portfolio
|
Q3 2017
New holding
|
|
|
One River Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
226
shares
|
$90,892
0.01% of portfolio
|
Q1 2025
Reduced 98.8%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
225
shares
|
$90,490
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
224
shares
|
$90,088
0.02% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
223
shares
|
$89,686
0.05% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
222
shares
|
$89,283
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
220
shares
|
$88,479
0.04% of portfolio
|
Q2 2021
Added 1000.0%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
218
shares
|
$87,675
0.02% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
217
shares
|
$87,273
0.01% of portfolio
|
Q3 2021
Added 60.74%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
215
shares
|
$86,468
0.03% of portfolio
|
Q4 2024
Reduced 36.76%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
214
shares
|
$86,066
0.06% of portfolio
|
Q1 2025
Added 0.47%
|