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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,224
shares
|
$432,781
0.05% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Apr 16, 2025 Q1 2025 |
1,224
shares
|
$432,781
0.44% of portfolio
|
Q1 2025
Added 46.24%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,223
shares
|
$432,428
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
1,223
shares
|
$432,428
0.38% of portfolio
|
Q1 2025
Reduced 22.45%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
1,223
shares
|
$432,428
0.04% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Congress Park Capital LLC
|
Apr 21, 2025 Q1 2025 |
1,220
shares
|
$431,367
0.15% of portfolio
|
Q4 2024
Reduced 17.01%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 14, 2025 Q1 2025 |
1,219
shares
|
$431,014
0.08% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
1,217
shares
|
$430,306
0.15% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
1,216
shares
|
$429,953
0.05% of portfolio
|
Q1 2025
Added 21.0%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
1,216
shares
|
$429,953
0.58% of portfolio
|
Q1 2025
Reduced 53.97%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Apr 29, 2025 Q1 2025 |
1,215
shares
|
$429,599
0.22% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Monte Financial Group, LLC
|
Apr 22, 2025 Q1 2025 |
1,208
shares
|
$427,124
0.16% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,207
shares
|
$426,771
0.02% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Integrated Investment Consultants, LLC
|
May 14, 2025 Q1 2025 |
1,204
shares
|
$425,710
0.05% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Boston Trust Walden Corp
|
Apr 21, 2025 Q1 2025 |
1,204
shares
|
$425,710
0.0% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
May 15, 2025 Q1 2025 |
1,202
shares
|
$425,003
0.15% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Apr 14, 2025 Q1 2025 |
1,201
shares
|
$424,649
0.14% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,200
shares
|
$424,296
0.03% of portfolio
|
Q4 2023
Added 36.67%
|
|
|
Cornerstone Retirement Group, Inc.
|
Oct 25, 2023 Q3 2023 |
1,200
shares
|
$424,296
0.09% of portfolio
|
Q2 2023
Reduced 2.44%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
May 13, 2025 Q1 2025 |
1,200
shares
|
$424,296
0.25% of portfolio
|
Q1 2025
Reduced 21.77%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Apr 15, 2025 Q1 2025 |
1,200
shares
|
$424,296
0.03% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Gilman Hill Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
1,199
shares
|
$423,942
0.07% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
1,199
shares
|
$423,942
0.09% of portfolio
|
Q1 2025
Added 13.54%
|
|
|
Five Oceans Advisors
|
Apr 18, 2025 Q1 2025 |
1,198
shares
|
$423,588
0.21% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
1,197
shares
|
$423,235
0.02% of portfolio
|
Q4 2024
Reduced 5.75%
|