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 |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
1,162
shares
|
$410,859
0.19% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
1,156
shares
|
$408,738
0.13% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
1,152
shares
|
$407,324
0.05% of portfolio
|
Q1 2025
Reduced 9.72%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Apr 11, 2025 Q1 2025 |
1,151
shares
|
$406,970
0.18% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
Apr 30, 2025 Q1 2025 |
1,150
shares
|
$406,617
0.41% of portfolio
|
Q3 2024
Reduced 14.81%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,146
shares
|
$405,202
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,146
shares
|
$405,202
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
1,143
shares
|
$404,141
0.07% of portfolio
|
Q1 2025
Reduced 47.88%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Apr 16, 2025 Q1 2025 |
1,142
shares
|
$403,788
0.36% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
1,140
shares
|
$403,081
0.14% of portfolio
|
Q1 2025
Added 11.66%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
1,140
shares
|
$403,081
0.07% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Apr 22, 2025 Q1 2025 |
1,138
shares
|
$402,374
0.09% of portfolio
|
Q1 2025
Reduced 40.61%
|
|
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
May 13, 2025 Q1 2025 |
1,138
shares
|
$402,374
0.07% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
1,137
shares
|
$402,020
0.06% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,137
shares
|
$402,020
0.04% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
1,134
shares
|
$400,959
0.05% of portfolio
|
Q1 2025
Reduced 10.21%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
1,133
shares
|
$400,606
0.11% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
1,131
shares
|
$399,898
0.01% of portfolio
|
Q3 2023
Added 0.44%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
1,131
shares
|
$399,898
0.12% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Apr 25, 2025 Q1 2025 |
1,131
shares
|
$399,898
0.31% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
1,129
shares
|
$399,191
0.05% of portfolio
|
Q1 2022
Reduced 30.69%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
1,128
shares
|
$398,838
0.02% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
1,127
shares
|
$398,484
0.03% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
1,127
shares
|
$398,484
0.1% of portfolio
|
Q2 2024
Added 22.9%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
1,126
shares
|
$398,131
0.02% of portfolio
|
Q1 2025
Reduced 82.61%
|