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 |
|---|---|---|---|---|---|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
189
shares
|
$66,826
0.06% of portfolio
|
Q1 2025
Added 15.24%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
188
shares
|
$66,473
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
187
shares
|
$66,119
0.06% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
185
shares
|
$65,412
0.03% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
183
shares
|
$64,705
0.05% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
180
shares
|
$63,644
0.04% of portfolio
|
Q1 2025
Reduced 20.7%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
180
shares
|
$63,644
0.02% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
178
shares
|
$62,937
0.05% of portfolio
|
Q3 2022
Added 0.56%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
174
shares
|
$61,522
0.0% of portfolio
|
Q1 2025
Reduced 30.95%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
168
shares
|
$59,401
0.04% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
164
shares
|
$57,987
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
159
shares
|
$56,219
0.04% of portfolio
|
Q4 2024
Reduced 38.61%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
159
shares
|
$56,219
0.01% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
May 14, 2025 Q1 2025 |
157
shares
|
$55,512
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
152
shares
|
$53,744
0.03% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
152
shares
|
$53,744
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
151
shares
|
$53,390
0.02% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Hwg Holdings LP
Houston, TX |
Apr 22, 2025 Q1 2025 |
150
shares
|
$53,037
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
149
shares
|
$52,683
0.05% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
148
shares
|
$52,329
0.0% of portfolio
|
Q2 2024
Reduced 22.11%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
146
shares
|
$51,622
0.02% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
145
shares
|
$51,269
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
145
shares
|
$51,269
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
144
shares
|
$50,915
0.01% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
140
shares
|
$49,501
0.01% of portfolio
|
Q4 2024
New holding
|