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 $117 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
1,877
shares
|
$655,992
0.18% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
May 08, 2025 Q1 2025 |
1,872
shares
|
$654,245
0.26% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
1,868
shares
|
$652,847
0.31% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Deseret Mutual Benefit Administrators
|
Apr 25, 2025 Q1 2025 |
1,859
shares
|
$649,701
0.31% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
1,854
shares
|
$647,954
0.04% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,850
shares
|
$646,556
0.04% of portfolio
|
Q4 2024
Reduced 39.22%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
1,845
shares
|
$644,809
0.16% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
State Of Wyoming
Cheyenne, WY |
May 14, 2025 Q1 2025 |
1,845
shares
|
$644,809
0.08% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
1,843
shares
|
$644,110
0.14% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
1,840
shares
|
$643,061
0.11% of portfolio
|
Q1 2025
Added 8.36%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
1,834
shares
|
$640,964
0.18% of portfolio
|
Q1 2025
Reduced 29.05%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,830
shares
|
$639,566
0.05% of portfolio
|
Q1 2025
Reduced 11.59%
|
|
|
Meriwether Wealth & Planning, LLC
Minden, LA |
Apr 21, 2025 Q1 2025 |
1,818
shares
|
$635,372
0.39% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,816
shares
|
$634,673
0.05% of portfolio
|
Q1 2025
Added 77.34%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
1,815
shares
|
$634,324
0.33% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Apr 16, 2025 Q1 2025 |
1,810
shares
|
$632,576
0.21% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
1,808
shares
|
$631,877
0.08% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Mc Broom & Associates, LLC
|
Apr 16, 2025 Q1 2025 |
1,806
shares
|
$631,178
0.35% of portfolio
|
Q1 2024
Reduced 14.0%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
1,805
shares
|
$630,829
0.04% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
May 12, 2025 Q1 2025 |
1,805
shares
|
$630,829
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
1,802
shares
|
$629,780
0.28% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
1,802
shares
|
$629,780
0.13% of portfolio
|
Q1 2025
Added 14.63%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,801
shares
|
$629,431
0.04% of portfolio
|
Q4 2023
Added 2.21%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Apr 23, 2025 Q1 2025 |
1,801
shares
|
$629,431
0.4% of portfolio
|
Q1 2025
Reduced 45.49%
|
|
|
Barr E S & CO
Lexington, KY |
May 15, 2025 Q1 2025 |
1,800
shares
|
$629,082
0.04% of portfolio
|
Q1 2025
Reduced 2.7%
|