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 |
|---|---|---|---|---|---|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
5,862
shares
|
$2.45 Million
0.97% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
May 15, 2025 Q1 2025 |
5,850
shares
|
$2.45 Million
0.04% of portfolio
|
Q1 2025
Added 44.66%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
5,847
shares
|
$2.44 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
5,831
shares
|
$2.44 Million
0.13% of portfolio
|
Q1 2025
Added 79.64%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Jul 16, 2025 Q2 2025 |
5,821
shares
|
$2.43 Million
1.07% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
5,815
shares
|
$2.43 Million
0.15% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Lgt Group Foundation
|
May 13, 2025 Q1 2025 |
5,810
shares
|
$2.43 Million
0.03% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
5,800
shares
|
$2.42 Million
0.07% of portfolio
|
Q1 2025
Reduced 84.85%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
5,784
shares
|
$2.42 Million
0.55% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Bahl & Gaynor Inc
|
May 14, 2025 Q1 2025 |
5,778
shares
|
$2.42 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
5,756
shares
|
$2.41 Million
0.76% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
5,727
shares
|
$2.39 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.21%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
5,712
shares
|
$2.39 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
5,708
shares
|
$2.39 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
5,699
shares
|
$2.38 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,687
shares
|
$2.38 Million
0.21% of portfolio
|
Q2 2023
Reduced 5.31%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
5,677
shares
|
$2.37 Million
0.53% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
5,653
shares
|
$2.36 Million
0.82% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
5,651
shares
|
$2.36 Million
0.12% of portfolio
|
Q1 2025
Added 42.56%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
5,644
shares
|
$2.36 Million
1.31% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
May 19, 2025 Q1 2025 |
5,638
shares
|
$2.36 Million
0.72% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
5,615
shares
|
$2.35 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.69%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,608
shares
|
$2.34 Million
0.09% of portfolio
|
Q3 2022
Added 3.6%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Apr 25, 2025 Q1 2025 |
5,603
shares
|
$2.34 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Wd Rutherford LLC
|
Jul 16, 2025 Q2 2025 |
5,602
shares
|
$2.34 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.63%
|