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 |
|---|---|---|---|---|---|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
5,078
shares
|
$2.12 Million
0.15% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
5,067
shares
|
$2.12 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Corps Capital Advisors, LLC
Southlake, TX |
May 06, 2025 Q1 2025 |
5,060
shares
|
$2.12 Million
1.76% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
True North Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
5,058
shares
|
$2.11 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
5,052
shares
|
$2.11 Million
0.06% of portfolio
|
Q1 2025
Added 153.23%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
5,050
shares
|
$2.11 Million
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Apr 23, 2025 Q1 2025 |
5,040
shares
|
$2.11 Million
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
5,037
shares
|
$2.11 Million
0.02% of portfolio
|
Q4 2023
Reduced 8.47%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
5,031
shares
|
$2.1 Million
0.16% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
5,018
shares
|
$2.1 Million
0.09% of portfolio
|
Q3 2022
Reduced 2.9%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
May 07, 2025 Q1 2025 |
5,016
shares
|
$2.1 Million
0.36% of portfolio
|
Q1 2025
Added 4.24%
|
|
|
Wolff Financial Management LLC
|
Jul 09, 2025 Q2 2025 |
5,002
shares
|
$2.09 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
5,000
shares
|
$2.09 Million
1.19% of portfolio
|
Q4 2024
Reduced 5.66%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
4,990
shares
|
$2.09 Million
0.8% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Guardian Investment Management
|
Jul 16, 2025 Q2 2025 |
4,987
shares
|
$2.08 Million
1.93% of portfolio
|
Q2 2025
Added 8.72%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
4,982
shares
|
$2.08 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
4,974
shares
|
$2.08 Million
0.4% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
4,972
shares
|
$2.08 Million
0.76% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
4,960
shares
|
$2.07 Million
0.76% of portfolio
|
Q2 2025
Added 6.23%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
4,957
shares
|
$2.07 Million
0.34% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
4,940
shares
|
$2.07 Million
0.04% of portfolio
|
Q1 2025
Reduced 16.84%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
May 06, 2025 Q1 2025 |
4,938
shares
|
$2.06 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
4,929
shares
|
$2.06 Million
0.49% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
4,923
shares
|
$2.06 Million
0.08% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
4,914
shares
|
$2.05 Million
0.74% of portfolio
|
Q1 2025
Added 0.02%
|