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 |
|---|---|---|---|---|---|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
1,528
shares
|
$538,726
0.08% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
1,527
shares
|
$538,374
0.0% of portfolio
|
Q1 2025
Reduced 47.05%
|
|
|
Strategic Equity Management
|
Apr 15, 2025 Q1 2025 |
1,526
shares
|
$538,021
0.24% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Sanchez Wealth Management Group
|
Apr 16, 2025 Q1 2025 |
1,524
shares
|
$537,316
0.15% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Apr 16, 2025 Q1 2025 |
1,522
shares
|
$536,611
0.41% of portfolio
|
Q1 2025
Reduced 13.57%
|
|
|
Sentry Investment Management LLC
|
Apr 09, 2025 Q1 2025 |
1,519
shares
|
$535,553
0.29% of portfolio
|
Q1 2025
Reduced 25.39%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,516
shares
|
$534,496
0.08% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Drw Securities, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,516
shares
|
$534,496
0.01% of portfolio
|
Q1 2025
Reduced 2.57%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
1,514
shares
|
$533,790
0.03% of portfolio
|
Q1 2025
Reduced 48.03%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
May 15, 2025 Q1 2025 |
1,511
shares
|
$532,733
0.4% of portfolio
|
Q1 2025
Added 34.43%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
1,509
shares
|
$532,028
0.15% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
1,507
shares
|
$531,322
0.17% of portfolio
|
Q1 2025
Reduced 80.23%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
1,505
shares
|
$530,617
0.05% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
1,505
shares
|
$530,617
0.22% of portfolio
|
Q1 2025
Reduced 38.45%
|
|
|
Chickasaw Capital Management LLC
|
Apr 09, 2025 Q1 2025 |
1,500
shares
|
$528,855
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Fractal Investments LLC
|
May 06, 2025 Q1 2025 |
1,500
shares
|
$528,855
0.07% of portfolio
|
Q4 2024
Added 114.29%
|
|
|
Rbo & CO LLC
St Helena, CA |
May 14, 2025 Q1 2025 |
1,500
shares
|
$528,855
0.09% of portfolio
|
Q3 2020
New holding
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
1,498
shares
|
$528,149
0.3% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
1,498
shares
|
$528,149
0.02% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Apr 21, 2025 Q1 2025 |
1,485
shares
|
$523,566
0.06% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
May 07, 2025 Q1 2025 |
1,485
shares
|
$523,566
0.22% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
May 15, 2025 Q1 2025 |
1,483
shares
|
$522,861
0.19% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Goodwin Daniel L
|
Oct 24, 2023 Q3 2023 |
1,480
shares
|
$521,803
0.2% of portfolio
|
Q3 2023
Added 42.31%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
1,480
shares
|
$521,803
0.02% of portfolio
|
Q1 2025
Added 68.95%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
1,480
shares
|
$521,803
0.03% of portfolio
|
Q2 2021
Added 5.71%
|