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 $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,649
shares
|
$1.91 Million
0.02% of portfolio
|
Q3 2022
Added 110.17%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
4,646
shares
|
$1.91 Million
0.13% of portfolio
|
Q1 2025
Added 111.28%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,644
shares
|
$1.9 Million
0.09% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Apr 15, 2025 Q1 2025 |
4,641
shares
|
$1.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
4,640
shares
|
$1.9 Million
0.13% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,605
shares
|
$1.89 Million
0.98% of portfolio
|
Q2 2025
Reduced 15.71%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
4,602
shares
|
$1.89 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
Jul 16, 2025 Q2 2025 |
4,598
shares
|
$1.89 Million
1.15% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
4,588
shares
|
$1.88 Million
0.59% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Norway Savings Bank
|
Jul 02, 2025 Q2 2025 |
4,573
shares
|
$1.88 Million
0.93% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
4,571
shares
|
$1.87 Million
0.05% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
4,570
shares
|
$1.87 Million
0.11% of portfolio
|
Q1 2025
Reduced 64.18%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
4,561
shares
|
$1.87 Million
0.3% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
4,558
shares
|
$1.87 Million
0.1% of portfolio
|
Q2 2022
Reduced 3.23%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
4,553
shares
|
$1.87 Million
0.09% of portfolio
|
Q1 2025
Added 35.47%
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
4,548
shares
|
$1.86 Million
0.09% of portfolio
|
Q1 2025
Added 14.36%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
4,542
shares
|
$1.86 Million
0.16% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
4,522
shares
|
$1.85 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
4,515
shares
|
$1.85 Million
0.16% of portfolio
|
Q1 2025
Reduced 14.71%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Apr 28, 2025 Q1 2025 |
4,513
shares
|
$1.85 Million
1.17% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
4,513
shares
|
$1.85 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
4,511
shares
|
$1.85 Million
1.16% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
Apr 23, 2025 Q1 2025 |
4,508
shares
|
$1.85 Million
1.11% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,500
shares
|
$1.85 Million
0.1% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
May 09, 2025 Q1 2025 |
4,498
shares
|
$1.84 Million
0.28% of portfolio
|
Q1 2025
Added 63.74%
|