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 |
|---|---|---|---|---|---|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
1,573
shares
|
$554,592
0.02% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Smith Shellnut Wilson LLC
|
Apr 17, 2025 Q1 2025 |
1,570
shares
|
$553,534
0.24% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
1,570
shares
|
$553,534
0.07% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
1,569
shares
|
$553,182
0.09% of portfolio
|
Q2 2021
Added 2.75%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
1,565
shares
|
$551,772
0.11% of portfolio
|
Q4 2024
Added 71.98%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
1,562
shares
|
$550,714
0.05% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
1,561
shares
|
$550,361
0.1% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,560
shares
|
$550,009
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
1,557
shares
|
$548,951
0.07% of portfolio
|
Q4 2024
Added 40.65%
|
|
|
Vicus Capital
State College, PA |
Apr 17, 2025 Q1 2025 |
1,553
shares
|
$547,541
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
1,553
shares
|
$547,541
0.11% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
1,552
shares
|
$547,188
0.17% of portfolio
|
Q1 2025
Reduced 5.19%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
1,550
shares
|
$546,483
0.06% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,550
shares
|
$546,483
0.05% of portfolio
|
Q4 2023
Reduced 0.19%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
1,550
shares
|
$546,483
0.12% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,549
shares
|
$546,130
0.12% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Pb Mares Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
1,547
shares
|
$545,425
0.1% of portfolio
|
Q1 2025
Reduced 9.69%
|
|
|
Sam Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,540
shares
|
$542,957
0.19% of portfolio
|
Q1 2022
New holding
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Apr 24, 2025 Q1 2025 |
1,539
shares
|
$542,605
0.05% of portfolio
|
Q1 2025
Reduced 26.75%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,537
shares
|
$541,900
0.08% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,536
shares
|
$541,547
0.1% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
1,533
shares
|
$540,489
0.19% of portfolio
|
Q1 2025
Added 22.54%
|
|
|
Tectonic Advisors LLC
Plano, TX |
May 02, 2025 Q1 2025 |
1,530
shares
|
$539,432
0.03% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
1,530
shares
|
$539,432
0.31% of portfolio
|
Q2 2024
Added 6.99%
|
|
|
Rmr Wealth Builders
|
Apr 16, 2025 Q1 2025 |
1,529
shares
|
$539,079
0.05% of portfolio
|
Q1 2025
Added 3.66%
|