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 |
|---|---|---|---|---|---|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
1,950
shares
|
$681,505
0.11% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
1,948
shares
|
$680,806
0.09% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
1,942
shares
|
$678,709
0.12% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,942
shares
|
$678,709
0.1% of portfolio
|
Q3 2024
Reduced 30.49%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,941
shares
|
$678,360
0.27% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
1,940
shares
|
$678,010
0.42% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
1,922
shares
|
$671,719
0.3% of portfolio
|
Q1 2025
Reduced 39.77%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
1,921
shares
|
$671,370
0.03% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
1,919
shares
|
$670,671
0.33% of portfolio
|
Q1 2025
Added 13.02%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
1,918
shares
|
$670,321
0.11% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
1,917
shares
|
$669,972
0.06% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,914
shares
|
$668,923
0.15% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
1,909
shares
|
$667,176
0.09% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Apr 16, 2025 Q1 2025 |
1,907
shares
|
$666,477
0.62% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
1,895
shares
|
$662,283
0.11% of portfolio
|
Q1 2025
Added 18.81%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,891
shares
|
$660,885
0.07% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
1,889
shares
|
$660,186
0.12% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
1,888
shares
|
$659,837
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
1,887
shares
|
$659,487
0.19% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Apr 21, 2025 Q4 2024 |
1,887
shares
|
$659,487
0.07% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
1,886
shares
|
$659,138
0.11% of portfolio
|
Q1 2025
Added 57.56%
|
|
|
Smith Chas P & Associates Pa Cpas
|
May 08, 2025 Q1 2025 |
1,881
shares
|
$657,390
0.04% of portfolio
|
Q1 2025
Reduced 16.1%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,880
shares
|
$657,041
0.2% of portfolio
|
Q1 2025
Reduced 23.98%
|
|
|
Harris Associates L P
Chicago, IL |
May 15, 2025 Q1 2025 |
1,880
shares
|
$657,041
0.0% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
1,878
shares
|
$656,342
0.07% of portfolio
|
Q3 2024
Reduced 5.39%
|