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 |
|---|---|---|---|---|---|
|
Thomas Story & Son LLC
Culver, IN |
May 12, 2025 Q1 2025 |
1,350
shares
|
$475,969
0.18% of portfolio
|
Q3 2024
Reduced 20.59%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
1,349
shares
|
$475,616
0.14% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Hardin Capital Partners, LLC
Greenville, SC |
Apr 08, 2025 Q1 2025 |
1,347
shares
|
$474,911
0.27% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
1,341
shares
|
$472,796
0.08% of portfolio
|
Q2 2022
Reduced 2.19%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
1,336
shares
|
$471,033
0.13% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
1,336
shares
|
$471,033
0.2% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,334
shares
|
$470,328
0.2% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
1,332
shares
|
$469,623
0.08% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
1,330
shares
|
$468,918
0.18% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
1,329
shares
|
$468,565
0.16% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,327
shares
|
$467,860
0.08% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
1,326
shares
|
$467,507
0.61% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
1,323
shares
|
$466,450
0.07% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
May 12, 2025 Q1 2025 |
1,321
shares
|
$465,744
0.18% of portfolio
|
Q1 2025
Reduced 16.66%
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
1,320
shares
|
$465,392
0.17% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
1,320
shares
|
$465,392
0.44% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
1,319
shares
|
$465,039
0.28% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Baron Wealth Management LLC
Troy, MI |
May 14, 2025 Q1 2025 |
1,319
shares
|
$465,039
0.19% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Foster Group, Inc.
|
Apr 10, 2025 Q1 2025 |
1,318
shares
|
$464,687
0.02% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
May 15, 2025 Q1 2025 |
1,317
shares
|
$464,334
0.23% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
1,316
shares
|
$463,982
0.14% of portfolio
|
Q1 2025
Reduced 47.19%
|
|
|
Westshore Wealth, LLC
|
May 15, 2025 Q1 2025 |
1,315
shares
|
$463,629
0.19% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
1,314
shares
|
$463,276
0.32% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
1,312
shares
|
$462,571
0.12% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,311
shares
|
$462,219
0.02% of portfolio
|
Q3 2022
Added 4.21%
|