Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,269 institutions that hold shares in the stock, with a total of 331 Million shares, which have been reported (via 13F filing form) to have a value of $116 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vision Financial Markets LLC
Stamford, CT |
May 09, 2025 Q1 2025 |
20
shares
|
$6,996
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
17
shares
|
$5,946
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
17
shares
|
$5,946
0.0% of portfolio
|
Q4 2023
Added 54.55%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
16
shares
|
$5,596
0.0% of portfolio
|
Q1 2025
Added 23.08%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
16
shares
|
$5,596
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
15
shares
|
$5,247
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
15
shares
|
$5,247
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
15
shares
|
$5,247
0.0% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
14
shares
|
$4,897
0.0% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
12
shares
|
$4,197
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
11
shares
|
$3,847
0.0% of portfolio
|
Q1 2025
Reduced 95.77%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Apr 17, 2025 Q1 2025 |
11
shares
|
$3,847
0.22% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
8
shares
|
$2,798
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
8
shares
|
$2,798
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
6
shares
|
$2,098
0.0% of portfolio
|
Q1 2025
Reduced 99.43%
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
5
shares
|
$1,749
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
5
shares
|
$1,749
0.0% of portfolio
|
Q3 2024
Reduced 95.58%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
4
shares
|
$1,399
0.0% of portfolio
|
Q2 2023
Reduced 80.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
4
shares
|
$1,399
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
4
shares
|
$1,399
0.0% of portfolio
|
Q1 2025
Reduced 98.04%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
3
shares
|
$1,049
0.0% of portfolio
|
Q3 2023
Reduced 98.56%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3
shares
|
$1,049
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
3
shares
|
$1,049
0.0% of portfolio
|
Q1 2025
Reduced 100.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
3
shares
|
$1,049
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
2
shares
|
$699
0.0% of portfolio
|
Q3 2021
Reduced 96.49%
|