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 |
|---|---|---|---|---|---|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
1,686
shares
|
$589,240
0.37% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
1,684
shares
|
$588,541
0.36% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
1,682
shares
|
$587,842
0.08% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
May 08, 2025 Q1 2025 |
1,681
shares
|
$587,492
0.08% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
1,680
shares
|
$587,143
0.01% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
1,678
shares
|
$586,444
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
1,677
shares
|
$586,094
0.18% of portfolio
|
Q1 2023
Reduced 3.18%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
1,674
shares
|
$585,046
0.07% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
1,674
shares
|
$585,046
0.11% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
1,673
shares
|
$584,696
0.24% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,670
shares
|
$583,648
0.08% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Apr 15, 2025 Q1 2025 |
1,670
shares
|
$583,648
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 20, 2025 Q4 2024 |
1,670
shares
|
$583,648
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
1,668
shares
|
$582,949
0.06% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
1,665
shares
|
$581,900
0.36% of portfolio
|
Q2 2022
Added 6.39%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,665
shares
|
$581,900
0.02% of portfolio
|
Q3 2022
Added 5.05%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
1,663
shares
|
$581,201
0.05% of portfolio
|
Q1 2025
Reduced 75.48%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
1,662
shares
|
$580,852
0.21% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
1,661
shares
|
$580,502
0.49% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
1,658
shares
|
$579,454
0.26% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
1,658
shares
|
$579,454
0.43% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
1,657
shares
|
$579,104
0.27% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
1,655
shares
|
$578,405
0.11% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
May 12, 2025 Q1 2025 |
1,655
shares
|
$578,405
0.29% of portfolio
|
Q1 2025
Added 17.38%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
1,654
shares
|
$578,056
0.33% of portfolio
|
Q1 2025
Reduced 8.21%
|