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 |
---|---|---|---|---|---|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
6,101
shares
|
$2.55 Million
0.34% of portfolio
|
Q4 2022
Reduced 1.31%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
6,100
shares
|
$2.55 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
6,095
shares
|
$2.55 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
6,093
shares
|
$2.55 Million
0.12% of portfolio
|
Q1 2025
Added 0.88%
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
6,087
shares
|
$2.54 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
6,084
shares
|
$2.54 Million
0.52% of portfolio
|
Q2 2025
Added 20.67%
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
6,078
shares
|
$2.54 Million
1.04% of portfolio
|
Q2 2025
Added 4.85%
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
6,074
shares
|
$2.54 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
6,072
shares
|
$2.54 Million
0.55% of portfolio
|
Q1 2025
Added 391.66%
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
6,058
shares
|
$2.53 Million
1.35% of portfolio
|
Q2 2025
Added 1.59%
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
6,040
shares
|
$2.53 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
6,031
shares
|
$2.52 Million
1.63% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
6,026
shares
|
$2.52 Million
0.18% of portfolio
|
Q2 2025
Added 20.66%
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
6,020
shares
|
$2.52 Million
0.48% of portfolio
|
Q1 2025
Added 111.08%
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
6,015
shares
|
$2.51 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
Strategic Advisors LLC
|
Apr 17, 2025 Q1 2025 |
6,011
shares
|
$2.51 Million
0.39% of portfolio
|
Q1 2025
Added 5.01%
|
|
Thompson Siegel & Walmsley LLC
|
May 09, 2025 Q1 2025 |
6,001
shares
|
$2.51 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
5,987
shares
|
$2.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
5,974
shares
|
$2.5 Million
0.2% of portfolio
|
Q1 2025
Reduced 22.05%
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
5,959
shares
|
$2.49 Million
0.06% of portfolio
|
Q2 2025
Reduced 62.6%
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
5,958
shares
|
$2.49 Million
2.24% of portfolio
|
Q1 2024
Reduced 36.95%
|
|
Ocean Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
5,931
shares
|
$2.48 Million
0.47% of portfolio
|
Q1 2025
Added 0.17%
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
5,888
shares
|
$2.46 Million
0.23% of portfolio
|
Q1 2025
Reduced 73.99%
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
5,879
shares
|
$2.46 Million
0.21% of portfolio
|
Q1 2025
Added 7.32%
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
5,877
shares
|
$2.46 Million
0.63% of portfolio
|
Q2 2025
Reduced 13.4%
|