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 |
|---|---|---|---|---|---|
|
Disciplined Equity Management, Inc.
|
Apr 14, 2025 Q1 2025 |
2,500
shares
|
$873,725
0.58% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
2,500
shares
|
$873,725
0.65% of portfolio
|
Q4 2024
Added 400.0%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
2,500
shares
|
$873,725
0.74% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
2,497
shares
|
$872,676
0.03% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
2,495
shares
|
$871,977
0.11% of portfolio
|
Q1 2025
Added 3271.62%
|
|
|
Puzo Michael J
|
Apr 18, 2025 Q1 2025 |
2,490
shares
|
$870,230
0.24% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
2,489
shares
|
$869,880
0.15% of portfolio
|
Q1 2025
Added 64.07%
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
2,485
shares
|
$868,482
0.18% of portfolio
|
Q1 2025
Reduced 88.72%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
2,484
shares
|
$868,133
0.03% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,467
shares
|
$862,191
0.5% of portfolio
|
Q1 2024
Added 9.64%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
2,453
shares
|
$857,298
0.82% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Brasada Capital Management, LP
Houston, TX |
May 15, 2025 Q1 2025 |
2,450
shares
|
$856,250
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Future Fund LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,446
shares
|
$854,852
1.05% of portfolio
|
Q1 2025
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,442
shares
|
$853,454
0.14% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
2,439
shares
|
$852,406
0.31% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Apr 14, 2025 Q1 2025 |
2,437
shares
|
$851,707
0.72% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 10, 2025 Q1 2025 |
2,436
shares
|
$851,357
0.07% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
2,434
shares
|
$850,658
0.02% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
2,431
shares
|
$849,610
0.02% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
2,427
shares
|
$848,212
0.35% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Apr 11, 2025 Q1 2025 |
2,426
shares
|
$847,862
0.68% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
2,425
shares
|
$847,513
0.12% of portfolio
|
Q1 2025
Reduced 14.67%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
2,423
shares
|
$846,814
0.05% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
2,422
shares
|
$846,464
0.11% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
2,422
shares
|
$846,464
0.67% of portfolio
|
Q4 2024
New holding
|