Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,305 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 $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
805
shares
|
$336,546
0.02% of portfolio
|
Q4 2024
Reduced 19.9%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
805
shares
|
$336,546
0.04% of portfolio
|
Q1 2025
Reduced 42.87%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
800
shares
|
$334,456
0.09% of portfolio
|
Q4 2023
Reduced 78.95%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
800
shares
|
$334,456
0.09% of portfolio
|
Q1 2025
Reduced 55.11%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
799
shares
|
$334,037
0.23% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
798
shares
|
$333,619
0.09% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
797
shares
|
$333,201
0.02% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
796
shares
|
$332,783
0.05% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Boston Partners
Boston, MA |
May 12, 2025 Q1 2025 |
794
shares
|
$331,947
0.0% of portfolio
|
Q1 2025
Reduced 19.06%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
791
shares
|
$330,693
0.02% of portfolio
|
Q3 2023
Reduced 0.5%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
791
shares
|
$330,693
0.24% of portfolio
|
Q1 2025
Added 19.22%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
790
shares
|
$330,275
0.01% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
790
shares
|
$330,275
0.21% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
787
shares
|
$329,021
0.08% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
787
shares
|
$329,021
0.12% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Apr 28, 2025 Q1 2025 |
787
shares
|
$329,021
0.32% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
786
shares
|
$328,603
0.03% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
786
shares
|
$328,603
0.2% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
784
shares
|
$327,766
0.07% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Pettee Investors, Inc.
|
May 02, 2025 Q1 2025 |
783
shares
|
$327,348
0.16% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
782
shares
|
$326,930
0.04% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
781
shares
|
$326,512
0.02% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
779
shares
|
$325,676
0.12% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
778
shares
|
$325,258
0.09% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
778
shares
|
$325,258
0.07% of portfolio
|
Q3 2024
Added 2.91%
|