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 |
|---|---|---|---|---|---|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
467
shares
|
$195,238
0.03% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
467
shares
|
$195,238
0.12% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
460
shares
|
$192,312
0.03% of portfolio
|
Q2 2025
Reduced 13.21%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
450
shares
|
$188,131
0.01% of portfolio
|
Q2 2023
Reduced 27.18%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
450
shares
|
$188,131
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
450
shares
|
$188,131
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
448
shares
|
$187,295
0.09% of portfolio
|
Q2 2018
Reduced 32.43%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
448
shares
|
$187,295
0.06% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
446
shares
|
$186,459
0.06% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
445
shares
|
$186,041
0.04% of portfolio
|
Q4 2023
Added 12.66%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
442
shares
|
$184,786
0.02% of portfolio
|
Q1 2025
Reduced 22.32%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
436
shares
|
$182,278
0.02% of portfolio
|
Q1 2025
Added 340.4%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
435
shares
|
$181,860
0.08% of portfolio
|
Q3 2023
Reduced 14.03%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
431
shares
|
$180,188
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
429
shares
|
$179,352
0.03% of portfolio
|
Q1 2025
Added 102.36%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
427
shares
|
$178,515
0.04% of portfolio
|
Q2 2024
Added 0.71%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
423
shares
|
$176,843
0.11% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
421
shares
|
$176,007
0.05% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
420
shares
|
$175,589
0.03% of portfolio
|
Q1 2025
Reduced 24.32%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
420
shares
|
$175,589
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
412
shares
|
$172,244
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
410
shares
|
$171,408
0.08% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
408
shares
|
$170,572
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
406
shares
|
$169,736
0.09% of portfolio
|
Q1 2025
Added 10.33%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
400
shares
|
$167,228
0.09% of portfolio
|
Q4 2024
New holding
|