Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,273 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 $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
28
shares
|
$11,261
0.01% of portfolio
|
Q1 2025
Added 154.55%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
26
shares
|
$10,456
0.0% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
26
shares
|
$10,456
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
26
shares
|
$10,456
0.0% of portfolio
|
Q1 2025
Added 18.18%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
25
shares
|
$10,054
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
25
shares
|
$10,054
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
20
shares
|
$8,043
0.0% of portfolio
|
Q1 2025
Added 900.0%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
20
shares
|
$8,043
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
20
shares
|
$8,043
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
20
shares
|
$8,043
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
17
shares
|
$6,837
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
17
shares
|
$6,837
0.0% of portfolio
|
Q4 2023
Added 54.55%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
16
shares
|
$6,434
0.0% of portfolio
|
Q1 2025
Added 23.08%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
16
shares
|
$6,434
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
15
shares
|
$6,032
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
15
shares
|
$6,032
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
15
shares
|
$6,032
0.0% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
14
shares
|
$5,630
0.0% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
12
shares
|
$4,826
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
11
shares
|
$4,423
0.0% of portfolio
|
Q1 2025
Reduced 95.77%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
11
shares
|
$4,423
0.22% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
8
shares
|
$3,217
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
8
shares
|
$3,217
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
6
shares
|
$2,413
0.0% of portfolio
|
Q1 2025
Reduced 99.43%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
6
shares
|
$2,413
0.0% of portfolio
|
Q2 2025
Added 500.0%
|