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 |
|---|---|---|---|---|---|
|
Range Financial Group LLC
|
Apr 14, 2025 Q1 2025 |
1,387
shares
|
$489,014
0.22% of portfolio
|
Q1 2025
Reduced 36.08%
|
|
|
Mengis Capital Management, Inc.
|
May 08, 2025 Q1 2025 |
1,386
shares
|
$488,662
0.1% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
1,386
shares
|
$488,662
0.35% of portfolio
|
Q1 2025
Added 39.72%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
1,383
shares
|
$487,604
0.25% of portfolio
|
Q1 2025
Reduced 9.84%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
1,383
shares
|
$487,604
0.09% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
1,379
shares
|
$486,194
0.02% of portfolio
|
Q1 2025
Added 8.07%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
1,377
shares
|
$485,488
0.38% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
May 14, 2025 Q1 2025 |
1,377
shares
|
$485,488
0.27% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Claro Advisors LLC
Boston, MA |
May 12, 2025 Q1 2025 |
1,374
shares
|
$484,431
0.07% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Apr 25, 2025 Q1 2025 |
1,374
shares
|
$484,431
0.33% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
1,373
shares
|
$484,078
0.89% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
1,369
shares
|
$482,668
0.1% of portfolio
|
Q1 2025
Reduced 72.4%
|
|
|
Planning Alternatives LTD
|
May 09, 2025 Q1 2025 |
1,367
shares
|
$481,963
0.07% of portfolio
|
Q1 2025
Added 38.22%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
1,364
shares
|
$480,905
0.22% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
May 05, 2025 Q1 2025 |
1,364
shares
|
$480,905
0.22% of portfolio
|
Q1 2025
Added 35.18%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
1,361
shares
|
$479,847
0.28% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Brogan Financial, Inc.
Knoxville, TN |
May 05, 2025 Q1 2025 |
1,357
shares
|
$478,437
0.22% of portfolio
|
Q1 2025
Added 18.93%
|
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,355
shares
|
$477,732
0.53% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Apr 11, 2025 Q1 2025 |
1,355
shares
|
$477,732
0.13% of portfolio
|
Q1 2025
Added 6.61%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
1,354
shares
|
$477,379
0.13% of portfolio
|
Q1 2025
Added 19.09%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
1,354
shares
|
$477,379
0.08% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,353
shares
|
$477,027
0.06% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Apr 23, 2025 Q1 2025 |
1,353
shares
|
$477,027
0.16% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
1,352
shares
|
$476,674
0.02% of portfolio
|
Q1 2025
Reduced 8.59%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Apr 10, 2025 Q1 2025 |
1,351
shares
|
$476,322
0.07% of portfolio
|
Q1 2025
Added 0.52%
|