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 |
|---|---|---|---|---|---|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
140
shares
|
$49,501
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
137
shares
|
$48,440
0.01% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
May 08, 2025 Q1 2025 |
137
shares
|
$48,440
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
136
shares
|
$48,086
0.01% of portfolio
|
Q2 2023
Reduced 42.37%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
135
shares
|
$47,733
0.03% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
133
shares
|
$47,026
0.0% of portfolio
|
Q1 2025
Reduced 98.76%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
130
shares
|
$45,965
0.02% of portfolio
|
Q2 2022
Reduced 51.13%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
127
shares
|
$44,904
0.02% of portfolio
|
Q1 2022
Reduced 45.96%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
126
shares
|
$44,551
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
124
shares
|
$43,843
0.01% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
123
shares
|
$43,490
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
121
shares
|
$42,783
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
120
shares
|
$42,429
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
117
shares
|
$41,368
0.01% of portfolio
|
Q1 2025
Added 20.62%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
117
shares
|
$41,368
0.02% of portfolio
|
Q1 2025
Reduced 30.36%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
116
shares
|
$41,015
0.05% of portfolio
|
Q3 2023
Added 0.87%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
115
shares
|
$40,661
0.02% of portfolio
|
Q4 2024
Added 130.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
114
shares
|
$40,308
0.05% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
111
shares
|
$39,247
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
107
shares
|
$37,833
15.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
106
shares
|
$37,479
0.02% of portfolio
|
Q1 2024
Reduced 15.2%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
103
shares
|
$36,418
0.01% of portfolio
|
Q4 2023
Reduced 25.9%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
102
shares
|
$36,065
0.01% of portfolio
|
Q2 2024
Reduced 22.73%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
101
shares
|
$35,711
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$35,358
0.0% of portfolio
|
Q4 2024
Added 334.78%
|