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 |
|---|---|---|---|---|---|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
3,024
shares
|
$1.04 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
3,020
shares
|
$1.03 Million
0.18% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
3,020
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
3,020
shares
|
$1.03 Million
0.29% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
3,005
shares
|
$1.03 Million
0.67% of portfolio
|
Q3 2023
Reduced 67.49%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
3,002
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
May 09, 2025 Q1 2025 |
3,000
shares
|
$1.03 Million
0.32% of portfolio
|
Q2 2019
Reduced 50.0%
|
|
|
Birinyi Associates Inc
|
May 05, 2025 Q1 2025 |
3,000
shares
|
$1.03 Million
0.32% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Apr 16, 2025 Q1 2025 |
3,000
shares
|
$1.03 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
2,989
shares
|
$1.02 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
2,987
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
2,976
shares
|
$1.02 Million
0.29% of portfolio
|
Q1 2025
Reduced 5.16%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
2,966
shares
|
$1.02 Million
0.45% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,963
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
2,959
shares
|
$1.01 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Apr 25, 2025 Q1 2025 |
2,959
shares
|
$1.01 Million
0.78% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
2,944
shares
|
$1.01 Million
0.11% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Financial Management Network Inc
|
May 07, 2025 Q1 2025 |
2,943
shares
|
$1.01 Million
0.23% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
2,942
shares
|
$1.01 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
2,941
shares
|
$1.01 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
2,938
shares
|
$1.01 Million
0.18% of portfolio
|
Q2 2024
Reduced 15.06%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
2,932
shares
|
$1 Million
0.08% of portfolio
|
Q2 2023
Added 0.79%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
2,929
shares
|
$1 Million
0.08% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
2,928
shares
|
$1 Million
0.17% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Washburn Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
2,924
shares
|
$1 Million
0.53% of portfolio
|
Q1 2025
Added 0.86%
|