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 |
|---|---|---|---|---|---|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
6,635
shares
|
$2.77 Million
0.73% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
May 14, 2025 Q1 2025 |
6,626
shares
|
$2.77 Million
0.27% of portfolio
|
Q1 2025
Added 82.94%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
6,619
shares
|
$2.77 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
6,615
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2022
Added 0.09%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
6,580
shares
|
$2.75 Million
0.75% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
6,572
shares
|
$2.75 Million
0.35% of portfolio
|
Q1 2023
Added 0.46%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,566
shares
|
$2.75 Million
0.18% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
6,546
shares
|
$2.74 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jul 10, 2025 Q2 2025 |
6,533
shares
|
$2.73 Million
0.66% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
6,506
shares
|
$2.72 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
6,473
shares
|
$2.71 Million
0.26% of portfolio
|
Q1 2025
Added 9.82%
|
|
|
Portman Square Capital LLP
London, X0 |
May 02, 2025 Q1 2025 |
6,464
shares
|
$2.7 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,442
shares
|
$2.69 Million
0.12% of portfolio
|
Q2 2023
Added 35.85%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,442
shares
|
$2.69 Million
0.07% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
6,433
shares
|
$2.69 Million
0.69% of portfolio
|
Q3 2022
Added 4.91%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
6,406
shares
|
$2.68 Million
0.08% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
6,400
shares
|
$2.68 Million
0.88% of portfolio
|
Q1 2025
Added 5.11%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
6,385
shares
|
$2.67 Million
0.18% of portfolio
|
Q1 2025
Added 17.35%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
6,382
shares
|
$2.67 Million
1.07% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
44 Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
6,357
shares
|
$2.66 Million
0.8% of portfolio
|
Q1 2025
Reduced 2.32%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,311
shares
|
$2.64 Million
0.24% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
6,305
shares
|
$2.64 Million
0.15% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
6,304
shares
|
$2.64 Million
0.44% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
6,300
shares
|
$2.63 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
6,277
shares
|
$2.62 Million
0.11% of portfolio
|
Q1 2025
Added 1.87%
|