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 |
|---|---|---|---|---|---|
|
Buckley Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
9,190
shares
|
$3.7 Million
0.96% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
9,124
shares
|
$3.67 Million
0.8% of portfolio
|
Q1 2024
Added 37.49%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
9,115
shares
|
$3.67 Million
0.27% of portfolio
|
Q2 2025
Added 2.6%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
9,089
shares
|
$3.66 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.99%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
9,072
shares
|
$3.65 Million
1.97% of portfolio
|
Q2 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,063
shares
|
$3.64 Million
0.23% of portfolio
|
Q1 2025
Added 26.81%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
9,060
shares
|
$3.64 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
9,025
shares
|
$3.63 Million
0.22% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
9,017
shares
|
$3.63 Million
0.67% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
9,006
shares
|
$3.62 Million
0.21% of portfolio
|
Q3 2023
Added 8.15%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
8,999
shares
|
$3.62 Million
0.25% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
May 02, 2025 Q1 2025 |
8,992
shares
|
$3.62 Million
0.59% of portfolio
|
Q1 2025
Added 47.68%
|
|
|
Baldwin Investment Management, LLC
|
May 07, 2025 Q1 2025 |
8,990
shares
|
$3.62 Million
0.37% of portfolio
|
Q1 2025
Added 15.33%
|
|
|
South Dakota Investment Council
Sioux Falls, SD |
May 05, 2025 Q1 2025 |
8,964
shares
|
$3.61 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
May 09, 2025 Q1 2025 |
8,959
shares
|
$3.6 Million
1.11% of portfolio
|
Q1 2025
Added 23.18%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
8,954
shares
|
$3.6 Million
0.62% of portfolio
|
Q1 2025
Added 39.82%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Apr 28, 2025 Q1 2025 |
8,932
shares
|
$3.59 Million
2.71% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
8,915
shares
|
$3.59 Million
0.28% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,885
shares
|
$3.57 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
May 01, 2025 Q1 2025 |
8,878
shares
|
$3.57 Million
1.93% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,859
shares
|
$3.56 Million
0.32% of portfolio
|
Q1 2025
Added 411.19%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
8,844
shares
|
$3.56 Million
0.06% of portfolio
|
Q1 2025
Added 15.05%
|
|
|
Hite Hedge Asset Management LLC
Quincy, MA |
May 13, 2025 Q1 2025 |
8,817
shares
|
$3.55 Million
0.2% of portfolio
|
Q1 2025
Reduced 21.11%
|
|
|
Agf Investments LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
8,804
shares
|
$3.54 Million
0.13% of portfolio
|
Q3 2022
Added 83.84%
|
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
8,800
shares
|
$3.54 Million
0.63% of portfolio
|
Q1 2025
Reduced 10.2%
|