Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,280 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $133 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
1,478
shares
|
$599,728
0.21% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
1,476
shares
|
$598,916
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
May 05, 2025 Q1 2025 |
1,474
shares
|
$598,104
0.13% of portfolio
|
Q1 2025
Reduced 50.52%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
1,474
shares
|
$598,104
0.2% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
1,473
shares
|
$597,699
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Apr 14, 2025 Q1 2025 |
1,473
shares
|
$597,699
0.07% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1,473
shares
|
$597,699
0.17% of portfolio
|
Q2 2023
Reduced 0.34%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
1,471
shares
|
$596,887
0.01% of portfolio
|
Q1 2025
Reduced 13.37%
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
1,470
shares
|
$596,481
0.13% of portfolio
|
Q4 2024
Added 13.25%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
1,467
shares
|
$595,264
0.11% of portfolio
|
Q4 2024
Reduced 10.66%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
1,465
shares
|
$594,453
0.12% of portfolio
|
Q1 2025
Reduced 91.83%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
1,465
shares
|
$594,453
0.33% of portfolio
|
Q4 2023
New holding
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
1,465
shares
|
$594,453
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
1,460
shares
|
$592,424
0.02% of portfolio
|
Q1 2025
Added 5.87%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
1,460
shares
|
$592,424
0.09% of portfolio
|
Q1 2025
Added 93.38%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
1,458
shares
|
$591,612
0.21% of portfolio
|
Q2 2022
New holding
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Apr 22, 2025 Q1 2025 |
1,456
shares
|
$590,801
0.06% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
1,449
shares
|
$587,960
0.05% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Nadler Financial Group, Inc.
|
Apr 23, 2025 Q1 2025 |
1,446
shares
|
$586,743
0.05% of portfolio
|
Q1 2024
Added 0.91%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
1,446
shares
|
$586,743
0.13% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Wendell David Associates Inc
|
Apr 18, 2025 Q1 2025 |
1,443
shares
|
$585,526
0.05% of portfolio
|
Q2 2024
Reduced 12.7%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
1,443
shares
|
$585,526
0.2% of portfolio
|
Q2 2022
Reduced 33.53%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
1,441
shares
|
$584,714
0.16% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,440
shares
|
$584,308
0.14% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
1,440
shares
|
$584,308
0.42% of portfolio
|
Q2 2024
Added 6.27%
|