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 |
|---|---|---|---|---|---|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
100
shares
|
$35,358
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
May 14, 2025 Q1 2025 |
100
shares
|
$35,358
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
100
shares
|
$35,358
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
100
shares
|
$35,358
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
100
shares
|
$35,358
0.02% of portfolio
|
Q1 2025
Reduced 28.06%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
100
shares
|
$35,358
0.0% of portfolio
|
Q1 2025
Reduced 98.46%
|
|
|
Kimelman & Baird, LLC
New York, NY |
May 13, 2025 Q1 2025 |
100
shares
|
$35,358
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
100
shares
|
$35,358
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
100
shares
|
$35,358
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
99
shares
|
$35,004
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
99
shares
|
$35,004
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Apr 08, 2025 Q1 2025 |
96
shares
|
$33,943
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
92
shares
|
$32,529
0.03% of portfolio
|
Q1 2025
Reduced 66.91%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
91
shares
|
$32,175
0.0% of portfolio
|
Q4 2024
Reduced 43.83%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
90
shares
|
$31,822
0.01% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Db Fitzpatrick & Co, Inc
|
Apr 21, 2025 Q1 2025 |
88
shares
|
$31,115
0.03% of portfolio
|
Q1 2023
Reduced 47.62%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
86
shares
|
$30,407
0.0% of portfolio
|
Q1 2025
Added 16.22%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Apr 24, 2025 Q1 2025 |
84
shares
|
$29,700
0.01% of portfolio
|
Q1 2025
Reduced 25.66%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
83
shares
|
$29,347
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
80
shares
|
$28,286
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
76
shares
|
$26,872
0.01% of portfolio
|
Q1 2025
Reduced 17.39%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
75
shares
|
$26,518
0.01% of portfolio
|
Q2 2024
Reduced 51.61%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
75
shares
|
$26,518
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
74
shares
|
$26,164
0.01% of portfolio
|
Q4 2022
Reduced 21.28%
|
|
|
Swan Capital LLC
Pensacola, FL |
Feb 25, 2025 Q4 2024 |
73
shares
|
$25,811
0.01% of portfolio
|
Q2 2024
New holding
|