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 |
|---|---|---|---|---|---|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
555
shares
|
$223,209
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
553
shares
|
$222,405
0.06% of portfolio
|
Q2 2025
Reduced 76.72%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
552
shares
|
$222,003
0.03% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
551
shares
|
$221,601
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
550
shares
|
$221,199
0.02% of portfolio
|
Q1 2025
Reduced 2.31%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
544
shares
|
$218,785
0.07% of portfolio
|
Q1 2024
Reduced 97.14%
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
543
shares
|
$218,383
0.87% of portfolio
|
Q1 2025
Added 6.89%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
535
shares
|
$215,166
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
534
shares
|
$214,764
0.1% of portfolio
|
Q2 2025
Reduced 60.85%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
530
shares
|
$213,155
0.03% of portfolio
|
Q1 2025
Reduced 31.26%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
528
shares
|
$212,351
0.19% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
527
shares
|
$211,948
0.0% of portfolio
|
Q1 2025
Added 45.18%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
526
shares
|
$211,546
0.0% of portfolio
|
Q3 2022
Reduced 90.44%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
523
shares
|
$210,340
0.14% of portfolio
|
Q1 2025
Reduced 31.0%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
522
shares
|
$209,937
0.04% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
521
shares
|
$209,535
0.01% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
520
shares
|
$209,133
0.01% of portfolio
|
Q4 2024
Reduced 43.48%
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
515
shares
|
$207,122
0.14% of portfolio
|
Q1 2025
Reduced 27.97%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
504
shares
|
$202,698
0.17% of portfolio
|
Q4 2024
Reduced 45.22%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
500
shares
|
$201,090
0.04% of portfolio
|
Q4 2023
Reduced 50.2%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
500
shares
|
$201,090
0.04% of portfolio
|
Q2 2025
Reduced 79.88%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
493
shares
|
$198,274
0.07% of portfolio
|
Q1 2025
Reduced 23.09%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
491
shares
|
$197,470
0.05% of portfolio
|
Q4 2024
Added 70.49%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
490
shares
|
$197,068
0.3% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
485
shares
|
$195,057
0.16% of portfolio
|
Q1 2025
Reduced 1.82%
|