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 |
|---|---|---|---|---|---|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
13,052
shares
|
$5.25 Million
0.88% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
13,036
shares
|
$5.24 Million
0.07% of portfolio
|
Q1 2025
Added 12.16%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
12,957
shares
|
$5.21 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
12,929
shares
|
$5.2 Million
0.36% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
12,902
shares
|
$5.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 71.91%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,901
shares
|
$5.19 Million
0.03% of portfolio
|
Q2 2022
Added 30.25%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
12,877
shares
|
$5.18 Million
0.01% of portfolio
|
Q1 2025
Added 2908.64%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
12,875
shares
|
$5.18 Million
0.11% of portfolio
|
Q1 2025
Added 22.71%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
12,872
shares
|
$5.18 Million
0.4% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
12,850
shares
|
$5.17 Million
0.06% of portfolio
|
Q4 2022
Reduced 0.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
12,842
shares
|
$5.16 Million
0.1% of portfolio
|
Q2 2025
Added 8.44%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
12,822
shares
|
$5.16 Million
0.43% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Hodges Capital Management Inc.
|
Jun 02, 2025 Q1 2025 |
12,801
shares
|
$5.15 Million
0.45% of portfolio
|
Q1 2025
Reduced 41.73%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
12,779
shares
|
$5.14 Million
1.49% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
12,778
shares
|
$5.14 Million
1.39% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
12,769
shares
|
$5.14 Million
0.64% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
12,700
shares
|
$5.11 Million
0.13% of portfolio
|
Q1 2025
Reduced 11.76%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
12,665
shares
|
$5.09 Million
1.77% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
12,626
shares
|
$5.08 Million
0.78% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
12,621
shares
|
$5.08 Million
0.17% of portfolio
|
Q1 2025
Added 96.16%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
12,617
shares
|
$5.07 Million
0.29% of portfolio
|
Q1 2025
Added 48.02%
|
|
|
Hayek Kallen Investment Management
Fairhope, AL |
May 15, 2025 Q1 2025 |
12,589
shares
|
$5.06 Million
1.53% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
12,554
shares
|
$5.05 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Barbara Oil Co.
Chicago, IL |
May 13, 2025 Q1 2025 |
12,500
shares
|
$5.03 Million
1.69% of portfolio
|
Q3 2017
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
12,474
shares
|
$5.02 Million
0.05% of portfolio
|
Q1 2025
Added 4.33%
|