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 |
|---|---|---|---|---|---|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
5,301
shares
|
$2.22 Million
0.09% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,298
shares
|
$2.21 Million
0.1% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
5,289
shares
|
$2.21 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
5,257
shares
|
$2.2 Million
0.07% of portfolio
|
Q1 2025
Added 49.69%
|
|
|
Lgt Fund Management CO Ltd.
|
May 13, 2025 Q1 2025 |
5,249
shares
|
$2.19 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
5,243
shares
|
$2.19 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
May 07, 2025 Q1 2025 |
5,225
shares
|
$2.18 Million
0.13% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
5,225
shares
|
$2.18 Million
1.57% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
May 05, 2025 Q1 2025 |
5,224
shares
|
$2.18 Million
1.91% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
5,214
shares
|
$2.18 Million
0.24% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
5,200
shares
|
$2.17 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Apr 30, 2025 Q1 2025 |
5,198
shares
|
$2.17 Million
1.88% of portfolio
|
Q1 2025
Added 7.37%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
5,193
shares
|
$2.17 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
5,173
shares
|
$2.16 Million
0.06% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
5,157
shares
|
$2.16 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.91%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,139
shares
|
$2.15 Million
0.16% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
5,133
shares
|
$2.15 Million
0.08% of portfolio
|
Q2 2025
Reduced 68.67%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
5,119
shares
|
$2.14 Million
0.65% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Moody National Bank Trust Division
|
Jul 10, 2025 Q2 2025 |
5,116
shares
|
$2.14 Million
0.19% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
5,111
shares
|
$2.14 Million
0.21% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
5,103
shares
|
$2.13 Million
0.12% of portfolio
|
Q3 2023
Reduced 1.9%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
5,100
shares
|
$2.13 Million
1.39% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Benedict Financial Advisors Inc
|
May 07, 2025 Q1 2025 |
5,090
shares
|
$2.13 Million
0.39% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
5,088
shares
|
$2.13 Million
0.15% of portfolio
|
Q1 2025
Reduced 5.78%
|
|
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
May 15, 2025 Q1 2025 |
5,083
shares
|
$2.13 Million
0.79% of portfolio
|
Q1 2025
Added 0.75%
|