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 |
|---|---|---|---|---|---|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
1,436
shares
|
$582,685
0.29% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
1,436
shares
|
$582,685
0.08% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
1,434
shares
|
$581,874
0.28% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Apr 23, 2025 Q1 2025 |
1,434
shares
|
$581,874
0.12% of portfolio
|
Q1 2025
Added 15.09%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
1,432
shares
|
$581,062
0.22% of portfolio
|
Q1 2023
Added 0.35%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
1,425
shares
|
$578,222
0.44% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
1,424
shares
|
$577,816
0.03% of portfolio
|
Q1 2025
Reduced 26.41%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
1,412
shares
|
$572,947
0.23% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,412
shares
|
$572,947
0.12% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
May 06, 2025 Q1 2025 |
1,411
shares
|
$572,541
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mqs Management LLC
|
May 01, 2025 Q1 2025 |
1,407
shares
|
$570,918
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
1,406
shares
|
$570,512
0.03% of portfolio
|
Q1 2025
Reduced 11.01%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
1,406
shares
|
$570,512
0.11% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,402
shares
|
$568,889
0.32% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
1,402
shares
|
$568,889
0.17% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
May 05, 2025 Q1 2025 |
1,401
shares
|
$568,483
0.5% of portfolio
|
Q1 2025
Added 29.96%
|
|
|
Avity Investment Management Inc.
|
Jul 08, 2025 Q2 2025 |
1,400
shares
|
$568,078
0.04% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
May 15, 2025 Q1 2025 |
1,400
shares
|
$568,078
0.26% of portfolio
|
Q4 2022
Reduced 12.23%
|
|
|
Petros Family Wealth, LLC
Bloomington, MN |
Apr 23, 2025 Q1 2025 |
1,397
shares
|
$566,860
0.51% of portfolio
|
Q1 2025
Added 27.0%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
1,394
shares
|
$565,643
0.11% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
May 02, 2025 Q1 2025 |
1,394
shares
|
$565,643
0.13% of portfolio
|
Q4 2024
Added 12.06%
|
|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
1,394
shares
|
$565,643
0.1% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Firestone Capital Management
|
May 02, 2025 Q1 2025 |
1,392
shares
|
$564,831
0.12% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Apr 15, 2025 Q1 2025 |
1,389
shares
|
$563,614
0.28% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
1,386
shares
|
$562,397
0.1% of portfolio
|
Q1 2025
Added 0.07%
|