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 |
|---|---|---|---|---|---|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
4,913
shares
|
$2.05 Million
0.34% of portfolio
|
Q2 2022
Reduced 2.01%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
4,907
shares
|
$2.05 Million
0.33% of portfolio
|
Q3 2024
Added 1.76%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
May 07, 2025 Q1 2025 |
4,895
shares
|
$2.05 Million
1.17% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
4,887
shares
|
$2.04 Million
0.54% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Stenger Family Office, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
4,876
shares
|
$2.04 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,864
shares
|
$2.03 Million
0.07% of portfolio
|
Q1 2025
Added 20.96%
|
|
|
Diamant Asset Management, Inc.
|
Jul 16, 2025 Q2 2025 |
4,858
shares
|
$2.03 Million
1.44% of portfolio
|
Q1 2024
Reduced 1.56%
|
|
|
Harbor Group, Inc.
|
Jul 14, 2025 Q2 2025 |
4,857
shares
|
$2.03 Million
0.34% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
4,853
shares
|
$2.03 Million
0.28% of portfolio
|
Q1 2025
Reduced 10.28%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
4,830
shares
|
$2.02 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
4,828
shares
|
$2.02 Million
0.61% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
4,792
shares
|
$2 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
4,788
shares
|
$2 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
4,786
shares
|
$2 Million
0.74% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
4,749
shares
|
$1.99 Million
0.29% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Kerusso Capital Management LLC
Winston Salem, NC |
May 12, 2025 Q1 2025 |
4,715
shares
|
$1.97 Million
0.99% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
4,712
shares
|
$1.97 Million
0.14% of portfolio
|
Q1 2025
Added 28.74%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
4,700
shares
|
$1.96 Million
0.2% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
4,689
shares
|
$1.96 Million
0.0% of portfolio
|
Q1 2025
Added 8.34%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
4,685
shares
|
$1.96 Million
0.68% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
4,683
shares
|
$1.96 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
4,679
shares
|
$1.96 Million
1.36% of portfolio
|
Q4 2023
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
4,676
shares
|
$1.95 Million
0.35% of portfolio
|
Q1 2025
Added 10.13%
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
4,676
shares
|
$1.95 Million
0.87% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
In Track Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
4,656
shares
|
$1.95 Million
1.42% of portfolio
|
Q1 2025
Added 22.27%
|