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 |
|---|---|---|---|---|---|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
2,067
shares
|
$722,395
0.33% of portfolio
|
Q4 2023
Added 0.05%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
2,062
shares
|
$720,648
0.26% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Af Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
2,061
shares
|
$720,298
0.13% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
2,060
shares
|
$719,949
0.18% of portfolio
|
Q2 2022
Added 0.24%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
2,056
shares
|
$718,551
0.06% of portfolio
|
Q1 2025
Added 1.78%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
2,053
shares
|
$717,502
0.28% of portfolio
|
Q1 2025
Added 167.32%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
2,052
shares
|
$717,153
0.0% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Castellan Group
Louisville, KY |
May 08, 2025 Q1 2025 |
2,052
shares
|
$717,153
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
2,051
shares
|
$716,803
0.66% of portfolio
|
Q4 2023
Reduced 24.18%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
2,050
shares
|
$716,454
0.17% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
2,049
shares
|
$716,105
0.31% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
2,045
shares
|
$714,707
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
2,038
shares
|
$712,260
0.02% of portfolio
|
Q1 2025
Reduced 57.58%
|
|
|
Latitude Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
2,036
shares
|
$711,561
0.47% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Woodstock Corp
|
Apr 09, 2025 Q1 2025 |
2,035
shares
|
$711,212
0.07% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
626 Financial, LLC
|
Apr 11, 2025 Q1 2025 |
2,033
shares
|
$710,513
0.37% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
May 01, 2025 Q1 2025 |
2,032
shares
|
$710,163
0.29% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
2,030
shares
|
$709,464
0.31% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,029
shares
|
$709,115
0.1% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
2,022
shares
|
$706,668
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
2,019
shares
|
$705,620
0.06% of portfolio
|
Q3 2024
Reduced 11.02%
|
|
|
Trust CO Of Virginia
|
Apr 24, 2025 Q1 2025 |
2,019
shares
|
$705,620
0.06% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
2,017
shares
|
$704,921
0.03% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Townsend Asset Management Corp
|
Apr 21, 2025 Q1 2025 |
2,016
shares
|
$704,571
0.26% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
2,015
shares
|
$704,222
0.08% of portfolio
|
Q1 2025
Added 0.1%
|