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 |
|---|---|---|---|---|---|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
159
shares
|
$63,946
0.04% of portfolio
|
Q4 2024
Reduced 38.61%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
159
shares
|
$63,946
0.01% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Jul 10, 2025 Q2 2025 |
157
shares
|
$63,142
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
May 13, 2025 Q1 2025 |
152
shares
|
$61,131
0.03% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
152
shares
|
$61,131
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
151
shares
|
$60,729
0.02% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
149
shares
|
$59,924
0.05% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
148
shares
|
$59,522
0.0% of portfolio
|
Q2 2024
Reduced 22.11%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
146
shares
|
$58,718
0.02% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
University Of Texas
|
May 07, 2025 Q1 2025 |
145
shares
|
$58,316
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
145
shares
|
$58,316
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
144
shares
|
$57,913
0.01% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
140
shares
|
$56,305
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
140
shares
|
$56,305
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
137
shares
|
$55,098
0.01% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
May 08, 2025 Q1 2025 |
137
shares
|
$55,098
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
136
shares
|
$54,696
0.01% of portfolio
|
Q2 2023
Reduced 42.37%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
135
shares
|
$54,294
0.03% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
133
shares
|
$53,489
0.0% of portfolio
|
Q1 2025
Reduced 98.76%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
130
shares
|
$52,283
0.02% of portfolio
|
Q2 2022
Reduced 51.13%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
127
shares
|
$51,076
0.02% of portfolio
|
Q1 2022
Reduced 45.96%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
126
shares
|
$50,674
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
124
shares
|
$49,870
0.01% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
123
shares
|
$49,468
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
121
shares
|
$48,663
0.02% of portfolio
|
Q2 2023
New holding
|