Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,434 institutions that hold shares in the stock, with a total of 336 Million shares, which have been reported (via 13F filing form) to have a value of $152 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
100
shares
|
$45,066
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
100
shares
|
$45,066
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
100
shares
|
$45,066
0.0% of portfolio
|
Q1 2025
Reduced 98.46%
|
|
|
Kimelman & Baird, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
100
shares
|
$45,066
0.0% of portfolio
|
Q3 2024
Added 42.86%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
100
shares
|
$45,066
0.02% of portfolio
|
Q2 2025
Reduced 63.64%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
100
shares
|
$45,066
0.05% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
99
shares
|
$44,615
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
98
shares
|
$44,164
0.0% of portfolio
|
Q2 2025
Added 96.0%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
97
shares
|
$43,714
0.03% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
94
shares
|
$42,362
0.02% of portfolio
|
Q2 2025
Added 17.5%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
94
shares
|
$42,362
0.02% of portfolio
|
Q1 2025
Added 49.21%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
92
shares
|
$41,460
0.03% of portfolio
|
Q2 2025
Reduced 90.23%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
92
shares
|
$41,460
0.04% of portfolio
|
Q1 2025
Reduced 66.91%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
90
shares
|
$40,559
0.01% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
89
shares
|
$40,108
0.02% of portfolio
|
Q2 2025
Added 106.98%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
88
shares
|
$39,658
0.03% of portfolio
|
Q1 2023
Reduced 47.62%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
88
shares
|
$39,658
0.01% of portfolio
|
Q2 2025
Added 20.55%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
88
shares
|
$39,658
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
85
shares
|
$38,306
0.01% of portfolio
|
Q2 2025
Added 18.06%
|
|
|
River Park Advisors, LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
83
shares
|
$37,404
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
83
shares
|
$37,404
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
81
shares
|
$36,503
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
76
shares
|
$34,250
0.01% of portfolio
|
Q1 2025
Reduced 17.39%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
76
shares
|
$34,250
0.02% of portfolio
|
Q2 2025
Reduced 24.0%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
75
shares
|
$33,799
0.01% of portfolio
|
Q2 2024
Reduced 51.61%
|