Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,305 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
May 07, 2025 Q1 2025 |
7,724
shares
|
$3.23 Million
1.18% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Lake Street Financial LLC
|
Apr 10, 2025 Q1 2025 |
7,711
shares
|
$3.22 Million
0.43% of portfolio
|
Q1 2025
Added 7.41%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
7,704
shares
|
$3.22 Million
0.64% of portfolio
|
Q1 2025
Added 730.17%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
7,697
shares
|
$3.22 Million
0.18% of portfolio
|
Q4 2022
Added 12.73%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
7,694
shares
|
$3.22 Million
0.08% of portfolio
|
Q2 2025
Reduced 27.02%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
7,691
shares
|
$3.22 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
7,684
shares
|
$3.21 Million
0.65% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
7,681
shares
|
$3.21 Million
0.06% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
7,663
shares
|
$3.2 Million
1.5% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
7,622
shares
|
$3.19 Million
1.39% of portfolio
|
Q1 2025
Added 2.52%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
7,612
shares
|
$3.18 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
7,581
shares
|
$3.17 Million
0.46% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jul 09, 2025 Q2 2025 |
7,575
shares
|
$3.17 Million
2.33% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
7,573
shares
|
$3.17 Million
0.13% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Investors Asset Management Of Georgia Inc
|
Apr 29, 2025 Q1 2025 |
7,560
shares
|
$3.16 Million
1.29% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
7,549
shares
|
$3.16 Million
1.46% of portfolio
|
Q2 2023
Reduced 0.16%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
7,548
shares
|
$3.16 Million
0.8% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
7,542
shares
|
$3.15 Million
1.01% of portfolio
|
Q4 2023
Added 3.9%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
7,539
shares
|
$3.15 Million
0.15% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
7,536
shares
|
$3.15 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
7,525
shares
|
$3.15 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.24%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
7,518
shares
|
$3.14 Million
0.29% of portfolio
|
Q2 2024
Reduced 0.96%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,511
shares
|
$3.14 Million
0.16% of portfolio
|
Q4 2024
Added 35.33%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
7,489
shares
|
$3.13 Million
0.32% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
7,454
shares
|
$3.12 Million
0.1% of portfolio
|
Q2 2025
Reduced 9.34%
|