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 |
|---|---|---|---|---|---|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,020
shares
|
$360,651
0.05% of portfolio
|
Q1 2025
Added 58.14%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,020
shares
|
$360,651
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
1,020
shares
|
$360,651
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
1,017
shares
|
$359,590
0.02% of portfolio
|
Q1 2025
Added 14.92%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
1,017
shares
|
$359,590
0.07% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Apr 25, 2025 Q1 2025 |
1,017
shares
|
$359,590
0.22% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
1,015
shares
|
$358,883
0.15% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Apr 17, 2025 Q1 2025 |
1,014
shares
|
$358,530
0.06% of portfolio
|
Q1 2024
Added 7.42%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
1,014
shares
|
$358,530
0.06% of portfolio
|
Q1 2025
Added 23.81%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
1,013
shares
|
$358,176
0.04% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
1,011
shares
|
$357,469
0.03% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
1,011
shares
|
$357,469
0.03% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Apr 21, 2025 Q1 2025 |
1,008
shares
|
$356,408
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
1,006
shares
|
$355,701
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Apr 23, 2025 Q1 2025 |
1,006
shares
|
$355,701
0.31% of portfolio
|
Q1 2025
Added 24.2%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
1,005
shares
|
$355,347
0.25% of portfolio
|
Q2 2024
Added 7.49%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
1,003
shares
|
$354,640
0.04% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
1,001
shares
|
$353,933
0.12% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
1,001
shares
|
$353,933
0.13% of portfolio
|
Q1 2025
Reduced 84.6%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,000
shares
|
$353,580
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
1,000
shares
|
$353,580
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Ping Capital Management, Inc.
New York, NY |
May 05, 2025 Q1 2025 |
1,000
shares
|
$353,580
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
1,000
shares
|
$353,580
0.25% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Apr 30, 2025 Q1 2025 |
1,000
shares
|
$353,580
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
996
shares
|
$352,165
0.03% of portfolio
|
Q1 2025
Added 7.44%
|