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 |
|---|---|---|---|---|---|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
92
shares
|
$38,462
0.03% of portfolio
|
Q1 2025
Reduced 66.91%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
91
shares
|
$38,044
0.0% of portfolio
|
Q4 2024
Reduced 43.83%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
90
shares
|
$37,626
0.01% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Db Fitzpatrick & Co, Inc
|
Jul 15, 2025 Q2 2025 |
88
shares
|
$36,790
0.03% of portfolio
|
Q1 2023
Reduced 47.62%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
85
shares
|
$35,535
0.01% of portfolio
|
Q2 2025
Added 18.06%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
83
shares
|
$34,699
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
81
shares
|
$33,863
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
76
shares
|
$31,773
0.01% of portfolio
|
Q1 2025
Reduced 17.39%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
75
shares
|
$31,355
0.01% of portfolio
|
Q2 2024
Reduced 51.61%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
75
shares
|
$31,355
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
74
shares
|
$30,937
0.01% of portfolio
|
Q4 2022
Reduced 21.28%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
74
shares
|
$30,937
0.0% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
73
shares
|
$30,519
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
73
shares
|
$30,519
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
67
shares
|
$28,010
0.0% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
65
shares
|
$27,174
0.01% of portfolio
|
Q3 2023
Reduced 60.61%
|
|
|
Manitou Investment Management Ltd.
Toronto, A6 |
Apr 15, 2025 Q1 2025 |
65
shares
|
$27,174
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
65
shares
|
$27,174
0.01% of portfolio
|
Q3 2024
Reduced 61.76%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
65
shares
|
$27,174
0.01% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
61
shares
|
$25,502
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
59
shares
|
$24,666
0.01% of portfolio
|
Q4 2024
Added 126.92%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
59
shares
|
$24,666
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
59
shares
|
$24,666
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Inlight Wealth Management, LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
58
shares
|
$24,248
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
55
shares
|
$22,993
0.01% of portfolio
|
Q1 2025
Added 37.5%
|