Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,267 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 |
|---|---|---|---|---|---|
|
Jupiter Wealth Management LLC
Glendale, CO |
Nov 04, 2024 Q3 2024 |
1,258
shares
|
$444,803
0.27% of portfolio
|
Q3 2024
Reduced 16.13%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
1,258
shares
|
$444,803
0.23% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Precision Wealth Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,256
shares
|
$444,096
0.41% of portfolio
|
Q1 2025
Added 19.05%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,250
shares
|
$441,975
0.03% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
1,250
shares
|
$441,975
0.28% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
1,250
shares
|
$441,975
0.01% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
1,249
shares
|
$441,621
0.03% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Bangor Savings Bank
Bangor, ME |
Apr 14, 2025 Q1 2025 |
1,247
shares
|
$440,914
0.04% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
1,247
shares
|
$440,914
0.07% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
1,245
shares
|
$440,207
0.16% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
1,244
shares
|
$439,853
0.13% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
May 05, 2025 Q1 2025 |
1,243
shares
|
$439,499
0.35% of portfolio
|
Q1 2025
Reduced 24.62%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,242
shares
|
$439,146
0.06% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
1,240
shares
|
$438,439
0.05% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
1,239
shares
|
$438,085
0.44% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
1,238
shares
|
$437,732
0.22% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
1,238
shares
|
$437,732
0.27% of portfolio
|
Q1 2025
Reduced 54.18%
|
|
|
Monarch Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
1,237
shares
|
$437,378
0.12% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
1,237
shares
|
$437,378
0.08% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
1,236
shares
|
$437,024
0.26% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
1,235
shares
|
$436,671
0.1% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
1,232
shares
|
$435,610
0.15% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
West Hill Financial Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
1,232
shares
|
$435,610
0.09% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
1,232
shares
|
$435,610
0.05% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
American Alpha Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
1,231
shares
|
$435,256
0.34% of portfolio
|
Q1 2025
New holding
|