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 |
|---|---|---|---|---|---|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
3,164
shares
|
$1.08 Million
0.85% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
May 12, 2025 Q1 2025 |
3,160
shares
|
$1.08 Million
0.62% of portfolio
|
Q1 2025
Added 152.19%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
3,158
shares
|
$1.08 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,154
shares
|
$1.08 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
3,154
shares
|
$1.08 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
3,154
shares
|
$1.08 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
3,148
shares
|
$1.08 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
3,145
shares
|
$1.08 Million
0.43% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
3,143
shares
|
$1.08 Million
0.05% of portfolio
|
Q1 2025
Reduced 20.75%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,142
shares
|
$1.08 Million
0.41% of portfolio
|
Q1 2024
Reduced 6.26%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
3,136
shares
|
$1.07 Million
0.12% of portfolio
|
Q1 2025
Reduced 34.52%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
3,111
shares
|
$1.07 Million
0.57% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,107
shares
|
$1.06 Million
0.42% of portfolio
|
Q3 2023
Added 1.34%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
May 06, 2025 Q1 2025 |
3,104
shares
|
$1.06 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
3,103
shares
|
$1.06 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
3,097
shares
|
$1.06 Million
0.19% of portfolio
|
Q1 2025
Added 45.81%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
3,096
shares
|
$1.06 Million
0.4% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
3,082
shares
|
$1.06 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,075
shares
|
$1.05 Million
0.25% of portfolio
|
Q1 2024
Reduced 2.38%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
3,074
shares
|
$1.05 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.05%
|
|
|
Uncommon Cents Investing LLC
|
Apr 22, 2025 Q1 2025 |
3,053
shares
|
$1.05 Million
0.3% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
3,052
shares
|
$1.05 Million
0.08% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
3,041
shares
|
$1.04 Million
0.18% of portfolio
|
Q1 2025
Added 19.21%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
3,032
shares
|
$1.04 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Forte Capital LLC
|
May 02, 2025 Q1 2025 |
3,026
shares
|
$1.04 Million
0.13% of portfolio
|
Q1 2025
Added 74.51%
|