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 |
|---|---|---|---|---|---|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
58
shares
|
$23,326
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
55
shares
|
$22,119
0.01% of portfolio
|
Q1 2025
Added 37.5%
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
54
shares
|
$21,717
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
51
shares
|
$20,511
0.01% of portfolio
|
Q3 2024
Reduced 88.69%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
50
shares
|
$20,109
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
50
shares
|
$20,109
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2025 Q1 2025 |
43
shares
|
$17,293
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
42
shares
|
$16,891
0.0% of portfolio
|
Q1 2025
Reduced 96.68%
|
|
|
Chapman Financial Group, LLC
Kailua, HI |
Feb 14, 2025 Q4 2024 |
42
shares
|
$16,891
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
41
shares
|
$16,489
0.01% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Game Plan Financial Advisors, LLC
|
May 19, 2025 Q1 2025 |
40
shares
|
$16,087
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
39
shares
|
$15,685
0.0% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
39
shares
|
$15,685
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
39
shares
|
$15,685
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
38
shares
|
$15,282
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
38
shares
|
$15,282
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
37
shares
|
$14,880
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
37
shares
|
$14,880
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
36
shares
|
$14,478
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
36
shares
|
$14,478
0.01% of portfolio
|
Q1 2025
Reduced 58.14%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
35
shares
|
$14,076
0.0% of portfolio
|
Q2 2024
Added 250.0%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
May 07, 2025 Q1 2025 |
35
shares
|
$14,076
0.01% of portfolio
|
Q4 2024
Reduced 82.5%
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
34
shares
|
$13,674
0.0% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Apr 30, 2025 Q1 2025 |
33
shares
|
$13,271
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
30
shares
|
$12,065
0.0% of portfolio
|
Q1 2024
New holding
|