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 |
|---|---|---|---|---|---|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
5
shares
|
$2,010
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
5
shares
|
$2,010
0.0% of portfolio
|
Q3 2024
Reduced 95.58%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
4
shares
|
$1,608
0.0% of portfolio
|
Q2 2023
Reduced 80.0%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
4
shares
|
$1,608
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
4
shares
|
$1,608
0.0% of portfolio
|
Q1 2025
Reduced 98.04%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
3
shares
|
$1,206
0.0% of portfolio
|
Q3 2023
Reduced 98.56%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3
shares
|
$1,206
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
3
shares
|
$1,206
0.0% of portfolio
|
Q1 2025
Reduced 100.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
3
shares
|
$1,206
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
3
shares
|
$1,206
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
2
shares
|
$804
0.0% of portfolio
|
Q3 2021
Reduced 96.49%
|
|
|
Horizon Financial Services, LLC
|
May 07, 2025 Q1 2025 |
1
shares
|
$402
0.0% of portfolio
|
Q1 2025
Reduced 99.7%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
1
shares
|
$402
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prudent Man Advisors, LLC
|
May 01, 2025 Q1 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|