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 |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
7,454
shares
|
$3.12 Million
0.91% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
7,440
shares
|
$3.11 Million
0.43% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
7,431
shares
|
$3.11 Million
0.08% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Apr 23, 2025 Q1 2025 |
7,409
shares
|
$3.1 Million
0.53% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
7,402
shares
|
$3.09 Million
0.39% of portfolio
|
Q3 2023
Reduced 7.2%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
7,337
shares
|
$3.07 Million
0.28% of portfolio
|
Q1 2025
Reduced 46.5%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
7,333
shares
|
$3.07 Million
0.81% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
7,324
shares
|
$3.06 Million
1.52% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
7,319
shares
|
$3.06 Million
0.85% of portfolio
|
Q1 2025
Added 4.87%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
7,249
shares
|
$3.03 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
7,246
shares
|
$3.03 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
7,209
shares
|
$3.01 Million
0.39% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Umpqua Bank
Lake Oswego, OR |
May 13, 2025 Q1 2025 |
7,202
shares
|
$3.01 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
7,177
shares
|
$3 Million
0.88% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
7,177
shares
|
$3 Million
0.04% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
May 15, 2025 Q1 2025 |
7,160
shares
|
$2.99 Million
0.33% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
7,066
shares
|
$2.95 Million
1.81% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
7,031
shares
|
$2.94 Million
0.47% of portfolio
|
Q2 2025
Added 13.2%
|
|
|
Forefront Wealth Management Inc.
|
Jul 17, 2025 Q2 2025 |
7,030
shares
|
$2.94 Million
2.39% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Apr 17, 2025 Q1 2025 |
7,027
shares
|
$2.94 Million
1.16% of portfolio
|
Q1 2025
Added 6.34%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
7,009
shares
|
$2.93 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Bcm Advisors, LLC
|
May 06, 2025 Q1 2025 |
7,001
shares
|
$2.93 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Apr 16, 2025 Q1 2025 |
7,000
shares
|
$2.93 Million
0.08% of portfolio
|
Q1 2025
Reduced 18.6%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
6,999
shares
|
$2.93 Million
0.12% of portfolio
|
Q1 2025
Added 33.37%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
May 01, 2025 Q1 2025 |
6,981
shares
|
$2.92 Million
1.39% of portfolio
|
Q1 2025
Added 1.7%
|