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 |
|---|---|---|---|---|---|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
1,651
shares
|
$582,093
0.16% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
1,651
shares
|
$582,093
0.12% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
1,650
shares
|
$581,740
0.04% of portfolio
|
Q1 2025
Reduced 44.11%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,644
shares
|
$579,625
0.05% of portfolio
|
Q2 2023
Added 7.17%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
1,643
shares
|
$579,272
0.18% of portfolio
|
Q1 2025
Added 23.53%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,642
shares
|
$578,919
0.08% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
1,640
shares
|
$578,214
0.15% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
1,638
shares
|
$577,509
0.13% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
1,636
shares
|
$576,804
0.3% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
1,636
shares
|
$576,804
0.21% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
1,632
shares
|
$575,394
0.05% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,629
shares
|
$574,336
0.14% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
May 09, 2025 Q1 2025 |
1,628
shares
|
$573,983
0.39% of portfolio
|
Q1 2025
Added 87.34%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
1,627
shares
|
$573,631
0.23% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
1,624
shares
|
$572,573
0.07% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,622
shares
|
$571,868
0.25% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
1,621
shares
|
$571,515
0.22% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Jeppson Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,618
shares
|
$570,458
0.2% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Camden National Bank
Camden, ME |
May 13, 2025 Q1 2025 |
1,616
shares
|
$569,753
0.08% of portfolio
|
Q1 2025
Reduced 33.11%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
1,614
shares
|
$569,047
0.24% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
1,613
shares
|
$568,695
0.17% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
1,610
shares
|
$567,637
0.08% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
1,609
shares
|
$567,285
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,608
shares
|
$566,932
0.03% of portfolio
|
Q1 2025
Reduced 13.73%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
1,608
shares
|
$566,932
0.4% of portfolio
|
Q1 2025
Added 0.31%
|