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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
120
shares
|
$48,261
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
117
shares
|
$47,055
0.01% of portfolio
|
Q1 2025
Added 20.62%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
117
shares
|
$47,055
0.02% of portfolio
|
Q1 2025
Reduced 30.36%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
116
shares
|
$46,652
0.05% of portfolio
|
Q3 2023
Added 0.87%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
115
shares
|
$46,250
0.02% of portfolio
|
Q4 2024
Added 130.0%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
114
shares
|
$45,848
0.05% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
111
shares
|
$44,641
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
107
shares
|
$43,033
15.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
106
shares
|
$42,631
0.02% of portfolio
|
Q1 2024
Reduced 15.2%
|
|
|
West Financial Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
103
shares
|
$41,424
0.01% of portfolio
|
Q4 2023
Reduced 25.9%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
103
shares
|
$41,424
0.02% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
101
shares
|
$40,620
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Albion Financial Group
|
Apr 25, 2025 Q1 2025 |
100
shares
|
$40,218
0.0% of portfolio
|
Q4 2024
Added 334.78%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
100
shares
|
$40,218
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
100
shares
|
$40,218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
100
shares
|
$40,218
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
100
shares
|
$40,218
0.02% of portfolio
|
Q1 2025
Reduced 28.06%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
100
shares
|
$40,218
0.0% of portfolio
|
Q1 2025
Reduced 98.46%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
100
shares
|
$40,218
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
100
shares
|
$40,218
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
99
shares
|
$39,815
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
99
shares
|
$39,815
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
97
shares
|
$39,011
0.03% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
94
shares
|
$37,804
0.02% of portfolio
|
Q1 2025
Added 49.21%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
92
shares
|
$37,000
0.03% of portfolio
|
Q1 2025
Reduced 66.91%
|