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 |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
211
shares
|
$84,859
0.03% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
206
shares
|
$82,849
0.01% of portfolio
|
Q1 2023
Reduced 32.68%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
204
shares
|
$82,044
0.02% of portfolio
|
Q1 2025
Added 40.69%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
202
shares
|
$81,240
0.01% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Chelsea Counsel CO
|
May 21, 2025 Q1 2025 |
200
shares
|
$80,436
0.04% of portfolio
|
Q2 2023
Added 11.11%
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
200
shares
|
$80,436
0.65% of portfolio
|
Q1 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
200
shares
|
$80,436
0.01% of portfolio
|
Q3 2022
Reduced 27.01%
|
|
|
Estabrook Capital Management
New York, NY |
May 14, 2025 Q1 2025 |
200
shares
|
$80,436
0.01% of portfolio
|
Q3 2023
Reduced 33.33%
|
|
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
Jul 03, 2024 Q2 2024 |
200
shares
|
$80,436
2.86% of portfolio
|
Q1 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
193
shares
|
$77,620
0.01% of portfolio
|
Q4 2024
Reduced 68.1%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
190
shares
|
$76,414
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
189
shares
|
$76,012
0.03% of portfolio
|
Q1 2023
Added 10.53%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
189
shares
|
$76,012
0.06% of portfolio
|
Q1 2025
Added 15.24%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
188
shares
|
$75,609
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
187
shares
|
$75,207
0.06% of portfolio
|
Q2 2025
Reduced 31.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
187
shares
|
$75,207
0.06% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
185
shares
|
$74,403
0.03% of portfolio
|
Q1 2025
Reduced 9.76%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
183
shares
|
$73,598
0.05% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
180
shares
|
$72,392
0.04% of portfolio
|
Q1 2025
Reduced 20.7%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
May 12, 2025 Q1 2025 |
180
shares
|
$72,392
0.02% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
178
shares
|
$71,588
0.05% of portfolio
|
Q3 2022
Added 0.56%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
176
shares
|
$70,783
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
174
shares
|
$69,979
0.0% of portfolio
|
Q1 2025
Reduced 30.95%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
168
shares
|
$67,566
0.04% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
164
shares
|
$65,957
0.01% of portfolio
|
Q4 2024
New holding
|