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 |
|---|---|---|---|---|---|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
1,194
shares
|
$484,489
0.2% of portfolio
|
Q1 2025
Added 20.12%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
1,190
shares
|
$482,866
0.38% of portfolio
|
Q1 2025
New holding
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
1,187
shares
|
$481,648
0.31% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
1,187
shares
|
$481,648
0.07% of portfolio
|
Q1 2025
Reduced 80.99%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
1,186
shares
|
$481,243
0.17% of portfolio
|
Q2 2023
Reduced 1.17%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Apr 23, 2025 Q1 2025 |
1,185
shares
|
$480,837
0.21% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,184
shares
|
$480,431
0.33% of portfolio
|
Q1 2025
Reduced 16.03%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
1,183
shares
|
$480,025
0.07% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
1,182
shares
|
$479,620
0.06% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Meredith Wealth Planning
Maryville, IL |
May 07, 2025 Q1 2025 |
1,180
shares
|
$478,808
0.17% of portfolio
|
Q1 2024
Reduced 13.81%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
May 09, 2025 Q1 2025 |
1,179
shares
|
$478,402
0.12% of portfolio
|
Q2 2023
Reduced 4.38%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
1,176
shares
|
$477,185
0.07% of portfolio
|
Q1 2025
Added 1.38%
|
|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
1,175
shares
|
$476,779
0.16% of portfolio
|
Q1 2025
Added 2.35%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
1,170
shares
|
$474,750
0.27% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,170
shares
|
$474,750
0.05% of portfolio
|
Q1 2025
Added 33.41%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
1,170
shares
|
$474,750
0.18% of portfolio
|
Q1 2023
Added 5.79%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
1,168
shares
|
$473,939
0.16% of portfolio
|
Q1 2025
Added 11.88%
|
|
|
Warwick Investment Management, Inc.
|
May 14, 2025 Q1 2025 |
1,167
shares
|
$473,533
0.08% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Apr 14, 2025 Q1 2025 |
1,167
shares
|
$473,533
0.24% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
1,163
shares
|
$471,910
0.07% of portfolio
|
Q1 2025
Reduced 9.56%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
1,162
shares
|
$471,504
0.01% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
1,162
shares
|
$471,504
0.19% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Jun 17, 2025 Q1 2025 |
1,162
shares
|
$471,504
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
1,156
shares
|
$469,070
0.13% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
1,152
shares
|
$467,447
0.05% of portfolio
|
Q1 2025
Reduced 9.72%
|