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 |
|---|---|---|---|---|---|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Apr 03, 2025 Q4 2024 |
1,800
shares
|
$629,082
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
1,798
shares
|
$628,383
0.07% of portfolio
|
Q1 2025
Reduced 7.18%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
1,797
shares
|
$628,033
0.33% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
1,790
shares
|
$625,587
0.68% of portfolio
|
Q1 2025
Reduced 16.63%
|
|
|
Benchmark Wealth Management, LLC
|
Apr 07, 2025 Q1 2025 |
1,787
shares
|
$624,538
0.29% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
1,786
shares
|
$624,189
0.08% of portfolio
|
Q1 2025
Added 28.86%
|
|
|
Lakeside Advisors, Inc.
Seattle, WA |
Apr 30, 2025 Q1 2025 |
1,786
shares
|
$624,189
0.4% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
1,785
shares
|
$623,839
0.2% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
1,784
shares
|
$623,490
0.13% of portfolio
|
Q2 2022
Reduced 93.39%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
1,783
shares
|
$623,140
0.22% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
1,782
shares
|
$622,791
0.21% of portfolio
|
Q3 2023
Reduced 14.66%
|
|
|
Sanders Morris Harris LLC
|
Apr 08, 2025 Q1 2025 |
1,775
shares
|
$620,344
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
1,774
shares
|
$619,995
0.05% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
1,771
shares
|
$618,946
0.05% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
1,770
shares
|
$618,597
0.01% of portfolio
|
Q2 2023
Added 0.8%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
1,770
shares
|
$618,597
0.28% of portfolio
|
Q1 2025
Reduced 12.2%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
1,770
shares
|
$618,597
0.29% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
1,768
shares
|
$617,898
0.05% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,760
shares
|
$615,102
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Quarterback LLC
Toms River, NJ |
May 05, 2025 Q1 2025 |
1,758
shares
|
$614,403
0.33% of portfolio
|
Q1 2025
Reduced 40.97%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
1,752
shares
|
$612,306
0.44% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Argus Investors' Counsel, Inc.
|
Apr 16, 2025 Q1 2025 |
1,745
shares
|
$609,860
0.46% of portfolio
|
Q1 2025
Reduced 31.43%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
1,744
shares
|
$609,510
0.04% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
1,743
shares
|
$609,161
0.04% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,739
shares
|
$607,763
0.05% of portfolio
|
Q1 2025
Reduced 10.04%
|