Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,266 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 $114 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
4,214
shares
|
$1.44 Million
0.78% of portfolio
|
Q4 2022
Reduced 1.29%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,204
shares
|
$1.44 Million
2.25% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
4,198
shares
|
$1.44 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
4,178
shares
|
$1.43 Million
0.1% of portfolio
|
Q2 2024
Reduced 7.61%
|
|
|
Allen Capital Group, LLC
|
May 02, 2025 Q1 2025 |
4,173
shares
|
$1.43 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
4,173
shares
|
$1.43 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
4,170
shares
|
$1.43 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
4,169
shares
|
$1.43 Million
0.1% of portfolio
|
Q4 2022
Reduced 4.38%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
4,166
shares
|
$1.43 Million
0.62% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
4,165
shares
|
$1.43 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
4,151
shares
|
$1.42 Million
0.12% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
4,150
shares
|
$1.42 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
4,148
shares
|
$1.42 Million
0.12% of portfolio
|
Q1 2025
Reduced 84.68%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,147
shares
|
$1.42 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,145
shares
|
$1.42 Million
0.24% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
4,131
shares
|
$1.41 Million
0.39% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
4,125
shares
|
$1.41 Million
0.28% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
4,112
shares
|
$1.41 Million
0.06% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
4,111
shares
|
$1.41 Million
0.65% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Westhampton Capital, LLC
|
Apr 22, 2025 Q1 2025 |
4,110
shares
|
$1.41 Million
0.76% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
4,108
shares
|
$1.41 Million
0.97% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
4,098
shares
|
$1.4 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,087
shares
|
$1.4 Million
0.2% of portfolio
|
Q3 2023
Reduced 3.06%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
4,062
shares
|
$1.39 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
4,055
shares
|
$1.39 Million
0.12% of portfolio
|
Q1 2025
Added 44.0%
|