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 |
|---|---|---|---|---|---|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
661
shares
|
$276,344
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
May 14, 2025 Q1 2025 |
658
shares
|
$275,090
0.17% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
657
shares
|
$274,671
0.09% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
656
shares
|
$274,253
0.07% of portfolio
|
Q1 2025
Added 3.31%
|
|
|
Aldebaran Financial Inc.
|
May 08, 2025 Q1 2025 |
656
shares
|
$274,253
0.27% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
656
shares
|
$274,253
0.13% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Texas Bank & Trust CO
Longview, TX |
May 15, 2025 Q1 2025 |
656
shares
|
$274,253
0.09% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Valtinson Bruner Financial Planning LLC
|
May 14, 2025 Q1 2025 |
655
shares
|
$273,835
0.09% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Apr 25, 2025 Q1 2025 |
655
shares
|
$273,835
0.1% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
655
shares
|
$273,835
0.01% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Apr 30, 2025 Q1 2025 |
655
shares
|
$273,835
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 16, 2025 Q1 2025 |
655
shares
|
$273,835
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
653
shares
|
$272,999
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Nia Impact Advisors, LLC
|
May 15, 2025 Q1 2025 |
651
shares
|
$272,163
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
651
shares
|
$272,163
0.08% of portfolio
|
Q4 2023
Reduced 0.31%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
651
shares
|
$272,163
0.14% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
650
shares
|
$271,745
0.04% of portfolio
|
Q1 2025
Reduced 32.43%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
650
shares
|
$271,745
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Apr 23, 2025 Q1 2025 |
650
shares
|
$271,745
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
New Jersey Better Educational Savings Trust
|
May 09, 2025 Q1 2025 |
647
shares
|
$270,491
0.41% of portfolio
|
Q2 2024
Reduced 53.79%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
May 13, 2025 Q1 2025 |
647
shares
|
$270,491
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
May 15, 2025 Q1 2025 |
647
shares
|
$270,491
0.23% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
May 07, 2025 Q1 2025 |
646
shares
|
$270,073
0.15% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
646
shares
|
$270,073
0.16% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
646
shares
|
$270,073
0.04% of portfolio
|
Q1 2025
Added 12.54%
|