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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
3,558
shares
|
$1.22 Million
0.17% of portfolio
|
Q1 2025
Reduced 53.34%
|
|
|
Vanguard Capital Wealth Advisors
|
Apr 11, 2025 Q1 2025 |
3,548
shares
|
$1.22 Million
1.48% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
3,544
shares
|
$1.21 Million
0.12% of portfolio
|
Q1 2025
Reduced 28.79%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Apr 30, 2025 Q1 2025 |
3,544
shares
|
$1.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 50.7%
|
|
|
Boston Research & Management Inc
Manchester, MA |
May 12, 2025 Q1 2025 |
3,542
shares
|
$1.21 Million
0.29% of portfolio
|
Q1 2021
Reduced 3.14%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
3,540
shares
|
$1.21 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
3,537
shares
|
$1.21 Million
0.1% of portfolio
|
Q1 2025
Reduced 9.1%
|
|
|
1900 Wealth Management LLC
|
Apr 17, 2025 Q1 2025 |
3,526
shares
|
$1.21 Million
0.11% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
3,525
shares
|
$1.21 Million
0.1% of portfolio
|
Q1 2025
Added 3.25%
|
|
|
Ss&H Financial Advisors, Inc.
|
Apr 10, 2025 Q1 2025 |
3,525
shares
|
$1.21 Million
0.43% of portfolio
|
Q3 2023
Reduced 2.76%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
3,525
shares
|
$1.21 Million
0.52% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
3,523
shares
|
$1.21 Million
0.22% of portfolio
|
Q4 2023
Added 11.03%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
3,521
shares
|
$1.21 Million
0.55% of portfolio
|
Q1 2025
Added 17.09%
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
3,521
shares
|
$1.21 Million
0.37% of portfolio
|
Q1 2025
Reduced 11.31%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
3,518
shares
|
$1.2 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
3,515
shares
|
$1.2 Million
0.23% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
3,505
shares
|
$1.2 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
3,500
shares
|
$1.2 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
3,499
shares
|
$1.2 Million
0.09% of portfolio
|
Q1 2025
Added 14.95%
|
|
|
Sequent Asset Management, LLC
|
Apr 29, 2025 Q1 2025 |
3,498
shares
|
$1.2 Million
1.0% of portfolio
|
Q3 2024
Reduced 6.52%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
May 14, 2025 Q1 2025 |
3,498
shares
|
$1.2 Million
0.24% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
3,495
shares
|
$1.2 Million
0.13% of portfolio
|
Q1 2025
Added 139.38%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
3,486
shares
|
$1.19 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.9%
|
|
|
King Wealth
Saratoga Springs, NY |
May 08, 2025 Q1 2025 |
3,475
shares
|
$1.19 Million
0.17% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Savoie Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,465
shares
|
$1.19 Million
0.15% of portfolio
|
Q1 2024
New holding
|