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 |
|---|---|---|---|---|---|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
73
shares
|
$25,811
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
72
shares
|
$25,457
0.01% of portfolio
|
Q1 2025
Added 620.0%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
68
shares
|
$24,043
0.01% of portfolio
|
Q1 2025
Reduced 67.77%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
67
shares
|
$23,689
0.0% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
65
shares
|
$22,982
0.01% of portfolio
|
Q3 2023
Reduced 60.61%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Apr 15, 2025 Q1 2025 |
65
shares
|
$22,982
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
65
shares
|
$22,982
0.01% of portfolio
|
Q3 2024
Reduced 61.76%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
65
shares
|
$22,982
0.01% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
63
shares
|
$22,275
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
61
shares
|
$21,568
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
59
shares
|
$20,861
0.01% of portfolio
|
Q4 2024
Added 126.92%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
59
shares
|
$20,861
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
59
shares
|
$20,861
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
58
shares
|
$20,507
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
55
shares
|
$19,446
0.01% of portfolio
|
Q1 2025
Added 37.5%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
54
shares
|
$19,093
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
51
shares
|
$18,032
0.01% of portfolio
|
Q3 2024
Reduced 88.69%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
50
shares
|
$17,679
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
43
shares
|
$15,203
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
42
shares
|
$14,850
0.0% of portfolio
|
Q1 2025
Reduced 96.68%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
42
shares
|
$14,850
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
41
shares
|
$14,496
0.01% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
40
shares
|
$14,143
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
39
shares
|
$13,789
0.0% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
39
shares
|
$13,789
0.01% of portfolio
|
Q3 2024
New holding
|