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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
10,919
shares
|
$4.39 Million
0.3% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
10,871
shares
|
$4.37 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Slow Capital, Inc.
|
May 01, 2025 Q1 2025 |
10,834
shares
|
$4.36 Million
0.49% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
10,830
shares
|
$4.36 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
10,806
shares
|
$4.35 Million
0.66% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Bnc Wealth Management, LLC
|
Apr 16, 2025 Q1 2025 |
10,782
shares
|
$4.34 Million
1.33% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
10,729
shares
|
$4.31 Million
1.16% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
10,716
shares
|
$4.31 Million
0.26% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Stokes Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,684
shares
|
$4.3 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
10,678
shares
|
$4.29 Million
0.09% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
10,659
shares
|
$4.29 Million
0.33% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
10,625
shares
|
$4.27 Million
0.6% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
10,612
shares
|
$4.27 Million
0.09% of portfolio
|
Q1 2025
Added 32.34%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
10,605
shares
|
$4.27 Million
0.94% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
10,599
shares
|
$4.26 Million
0.44% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
10,584
shares
|
$4.26 Million
0.07% of portfolio
|
Q1 2025
Reduced 36.65%
|
|
|
Rokos Capital Management LLP
London, X0 |
May 15, 2025 Q1 2025 |
10,558
shares
|
$4.25 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
10,552
shares
|
$4.24 Million
0.08% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
10,521
shares
|
$4.23 Million
0.18% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
10,520
shares
|
$4.23 Million
0.01% of portfolio
|
Q1 2025
Added 525900.0%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
10,485
shares
|
$4.22 Million
0.19% of portfolio
|
Q1 2025
Added 14.49%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
10,448
shares
|
$4.2 Million
0.33% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
10,415
shares
|
$4.19 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
10,389
shares
|
$4.18 Million
0.13% of portfolio
|
Q2 2022
Added 16.36%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
10,353
shares
|
$4.16 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.69%
|