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 |
|---|---|---|---|---|---|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
611
shares
|
$245,731
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Capital Counsel LLC
New York, NY |
May 14, 2025 Q1 2025 |
611
shares
|
$245,731
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
610
shares
|
$245,329
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
610
shares
|
$245,329
0.04% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
609
shares
|
$244,927
0.07% of portfolio
|
Q1 2025
Reduced 55.38%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
605
shares
|
$243,318
0.06% of portfolio
|
Q3 2024
Reduced 35.29%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
604
shares
|
$242,916
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
604
shares
|
$242,916
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
602
shares
|
$242,112
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
599
shares
|
$240,905
0.15% of portfolio
|
Q1 2025
Added 40.28%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
588
shares
|
$236,481
0.1% of portfolio
|
Q2 2025
Reduced 11.18%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
586
shares
|
$235,677
0.2% of portfolio
|
Q1 2024
Reduced 14.58%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
583
shares
|
$234,470
0.02% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Jul 11, 2025 Q2 2025 |
581
shares
|
$233,666
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
580
shares
|
$233,264
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
580
shares
|
$233,264
0.09% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
579
shares
|
$232,862
0.07% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
571
shares
|
$229,644
0.06% of portfolio
|
Q1 2025
Reduced 74.19%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
570
shares
|
$229,242
0.15% of portfolio
|
Q3 2024
Reduced 61.15%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
569
shares
|
$228,840
0.17% of portfolio
|
Q1 2025
Added 145.26%
|
|
|
Advantage Trust CO
Salina, KS |
May 07, 2025 Q1 2025 |
567
shares
|
$228,036
0.11% of portfolio
|
Q1 2025
Reduced 14.09%
|
|
|
Renaissance Investment Group LLC
|
Jul 09, 2025 Q2 2025 |
563
shares
|
$226,427
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
557
shares
|
$224,014
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
557
shares
|
$224,014
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
555
shares
|
$223,209
0.06% of portfolio
|
Q2 2025
Reduced 82.9%
|