Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,279 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
776
shares
|
$312,091
0.19% of portfolio
|
Q1 2025
Added 34.96%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
774
shares
|
$311,287
0.03% of portfolio
|
Q1 2025
Added 21.32%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
772
shares
|
$310,482
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
772
shares
|
$310,482
0.13% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
772
shares
|
$310,482
0.01% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
770
shares
|
$309,678
0.04% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
769
shares
|
$309,276
0.2% of portfolio
|
Q1 2025
Reduced 19.48%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
766
shares
|
$308,069
0.07% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
766
shares
|
$308,069
0.11% of portfolio
|
Q1 2025
Added 12.32%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
765
shares
|
$307,667
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
764
shares
|
$307,265
0.23% of portfolio
|
Q1 2025
Reduced 32.51%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Apr 17, 2025 Q1 2025 |
763
shares
|
$306,863
0.01% of portfolio
|
Q1 2025
Reduced 56.33%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
May 15, 2025 Q1 2025 |
763
shares
|
$306,863
0.17% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
763
shares
|
$306,863
0.22% of portfolio
|
Q1 2025
Added 16.85%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
762
shares
|
$306,461
0.09% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
760
shares
|
$305,656
0.07% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
760
shares
|
$305,656
0.0% of portfolio
|
Q1 2025
Reduced 26.64%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
758
shares
|
$304,852
0.1% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
757
shares
|
$304,450
0.06% of portfolio
|
Q2 2025
Reduced 29.25%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
756
shares
|
$304,048
0.04% of portfolio
|
Q4 2023
Reduced 9.24%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
756
shares
|
$304,048
0.03% of portfolio
|
Q2 2024
Added 36.46%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
755
shares
|
$303,645
0.05% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Drum Hill Capital, LLC
Westport, CT |
Apr 28, 2025 Q1 2025 |
755
shares
|
$303,645
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
753
shares
|
$302,841
0.11% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
752
shares
|
$302,439
0.17% of portfolio
|
Q1 2024
Added 79.9%
|