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 |
|---|---|---|---|---|---|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
700
shares
|
$281,526
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
700
shares
|
$281,526
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
699
shares
|
$281,123
0.04% of portfolio
|
Q1 2025
Added 21.35%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Apr 23, 2025 Q1 2025 |
698
shares
|
$280,721
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Chatham Capital Group, Inc.
|
Apr 10, 2025 Q1 2025 |
696
shares
|
$279,917
0.04% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Clay Northam Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
695
shares
|
$279,515
0.16% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
693
shares
|
$278,710
0.16% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
692
shares
|
$278,308
0.04% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
692
shares
|
$278,308
0.17% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
691
shares
|
$277,906
0.08% of portfolio
|
Q1 2025
Added 15.94%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
689
shares
|
$277,102
0.26% of portfolio
|
Q2 2025
Reduced 17.09%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
689
shares
|
$277,102
0.04% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Apr 21, 2025 Q1 2025 |
689
shares
|
$277,102
0.17% of portfolio
|
Q1 2025
Reduced 80.78%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
688
shares
|
$276,699
0.01% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
686
shares
|
$275,895
0.03% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
685
shares
|
$275,493
0.12% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
685
shares
|
$275,493
0.07% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
685
shares
|
$275,493
0.13% of portfolio
|
Q3 2023
Added 14.17%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
685
shares
|
$275,493
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
684
shares
|
$275,091
0.03% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Alerus Financial Na
Grand Forks, ND |
May 13, 2025 Q1 2025 |
684
shares
|
$275,091
0.02% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Gemmer Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
683
shares
|
$274,688
0.02% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
683
shares
|
$274,688
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Apr 16, 2025 Q1 2025 |
683
shares
|
$274,688
0.02% of portfolio
|
Q1 2025
Reduced 39.77%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
681
shares
|
$273,884
0.2% of portfolio
|
Q1 2025
Added 2.56%
|