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 |
|---|---|---|---|---|---|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
39
shares
|
$13,789
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
38
shares
|
$13,436
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
38
shares
|
$13,436
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
37
shares
|
$13,082
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
37
shares
|
$13,082
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
36
shares
|
$12,728
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
36
shares
|
$12,728
0.01% of portfolio
|
Q1 2025
Reduced 58.14%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
35
shares
|
$12,375
0.0% of portfolio
|
Q2 2024
Added 250.0%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
35
shares
|
$12,375
0.01% of portfolio
|
Q4 2024
Reduced 82.5%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
34
shares
|
$12,021
0.0% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
33
shares
|
$11,668
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
30
shares
|
$10,607
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
28
shares
|
$9,900
0.01% of portfolio
|
Q1 2025
Added 154.55%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
26
shares
|
$9,193
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
26
shares
|
$9,193
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
26
shares
|
$9,193
0.0% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
25
shares
|
$8,839
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
25
shares
|
$8,839
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
20
shares
|
$7,071
0.0% of portfolio
|
Q1 2025
Added 900.0%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
20
shares
|
$7,071
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
20
shares
|
$7,071
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
20
shares
|
$7,071
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
17
shares
|
$6,010
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
17
shares
|
$6,010
0.0% of portfolio
|
Q4 2023
Added 54.55%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
16
shares
|
$5,657
0.0% of portfolio
|
Q1 2025
Added 23.08%
|