Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,267 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 $116 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
2,648
shares
|
$906,966
0.72% of portfolio
|
Q1 2025
Reduced 15.56%
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Apr 21, 2025 Q1 2025 |
2,644
shares
|
$905,596
0.44% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
2,641
shares
|
$904,568
0.12% of portfolio
|
Q4 2024
Added 32.51%
|
|
|
Ted Buchan & CO
San Diego, CA |
May 13, 2025 Q1 2025 |
2,641
shares
|
$904,568
0.41% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Apr 16, 2025 Q1 2025 |
2,637
shares
|
$903,198
1.28% of portfolio
|
Q4 2024
Reduced 22.51%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
2,634
shares
|
$902,171
0.1% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Klingenstein Fields & CO LP
|
Apr 28, 2025 Q1 2025 |
2,626
shares
|
$899,431
0.04% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
2,621
shares
|
$897,718
0.07% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
2,618
shares
|
$896,691
0.25% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
2,616
shares
|
$896,006
0.08% of portfolio
|
Q4 2023
Added 1.36%
|
|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
2,616
shares
|
$896,006
0.46% of portfolio
|
Q1 2025
Added 28.42%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Apr 22, 2025 Q1 2025 |
2,615
shares
|
$895,663
0.3% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Kercheville Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
2,612
shares
|
$894,636
0.35% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
2,609
shares
|
$893,608
0.14% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
2,608
shares
|
$893,266
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
2,600
shares
|
$890,526
0.03% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
2,592
shares
|
$887,785
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,590
shares
|
$887,100
0.36% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
2,589
shares
|
$886,758
0.06% of portfolio
|
Q4 2023
Reduced 84.54%
|
|
|
Northstar Group, Inc.
|
Apr 17, 2025 Q1 2025 |
2,586
shares
|
$885,730
0.14% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
2,586
shares
|
$885,730
0.08% of portfolio
|
Q3 2022
Reduced 3.25%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
2,583
shares
|
$884,703
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
2,573
shares
|
$881,278
0.13% of portfolio
|
Q1 2025
Added 26.0%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
2,568
shares
|
$879,565
0.04% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
2,568
shares
|
$879,565
0.29% of portfolio
|
Q1 2025
Reduced 35.49%
|