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 |
|---|---|---|---|---|---|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
5,595
shares
|
$2.34 Million
0.23% of portfolio
|
Q1 2023
Added 0.25%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
5,594
shares
|
$2.34 Million
0.21% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
5,588
shares
|
$2.34 Million
0.38% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
5,539
shares
|
$2.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
5,526
shares
|
$2.31 Million
0.2% of portfolio
|
Q1 2025
Added 337.53%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
5,514
shares
|
$2.31 Million
0.12% of portfolio
|
Q1 2023
Added 0.29%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
5,514
shares
|
$2.31 Million
0.31% of portfolio
|
Q1 2023
New holding
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
5,505
shares
|
$2.3 Million
0.76% of portfolio
|
Q4 2024
New holding
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
5,499
shares
|
$2.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 77.67%
|
|
|
Ingalls & Snyder LLC
New York, NY |
May 12, 2025 Q1 2025 |
5,495
shares
|
$2.3 Million
0.06% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Twinbeech Capital LP
Purchase, NY |
May 15, 2025 Q1 2025 |
5,489
shares
|
$2.29 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Clarius Group, LLC
Seattle, WA |
Apr 18, 2025 Q1 2025 |
5,485
shares
|
$2.29 Million
0.12% of portfolio
|
Q1 2025
Added 14.8%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
5,464
shares
|
$2.28 Million
0.14% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
5,456
shares
|
$2.28 Million
1.19% of portfolio
|
Q1 2025
Reduced 36.08%
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
5,449
shares
|
$2.28 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
5,445
shares
|
$2.28 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
5,440
shares
|
$2.27 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
5,413
shares
|
$2.26 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
5,388
shares
|
$2.25 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.78%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
5,384
shares
|
$2.25 Million
0.17% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
5,368
shares
|
$2.24 Million
0.03% of portfolio
|
Q1 2025
Added 98.74%
|
|
|
Am Investment Strategies LLC
|
Jul 15, 2025 Q2 2025 |
5,365
shares
|
$2.24 Million
0.51% of portfolio
|
Q2 2025
Added 21.13%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
5,359
shares
|
$2.24 Million
0.11% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
5,329
shares
|
$2.23 Million
0.14% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
5,324
shares
|
$2.23 Million
0.64% of portfolio
|
Q2 2025
Added 672.71%
|