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 |
|---|---|---|---|---|---|
|
Wilkins Investment Counsel Inc
|
May 06, 2025 Q1 2025 |
4,170
shares
|
$1.71 Million
0.2% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
4,169
shares
|
$1.71 Million
0.1% of portfolio
|
Q4 2022
Reduced 4.38%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
4,166
shares
|
$1.71 Million
0.62% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
4,165
shares
|
$1.71 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Hardy Reed LLC
|
May 02, 2025 Q1 2025 |
4,151
shares
|
$1.7 Million
0.12% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
4,150
shares
|
$1.7 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
4,148
shares
|
$1.7 Million
0.12% of portfolio
|
Q1 2025
Reduced 84.68%
|
|
|
Bbr Partners, LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,147
shares
|
$1.7 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,145
shares
|
$1.7 Million
0.24% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
4,136
shares
|
$1.7 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
K.J. Harrison & Partners Inc
|
Apr 24, 2025 Q1 2025 |
4,125
shares
|
$1.69 Million
0.28% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
4,112
shares
|
$1.69 Million
0.06% of portfolio
|
Q1 2025
Added 12.23%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
4,111
shares
|
$1.69 Million
0.65% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Westhampton Capital, LLC
|
Jul 18, 2025 Q2 2025 |
4,110
shares
|
$1.69 Million
0.85% of portfolio
|
Q1 2025
Reduced 8.87%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
4,108
shares
|
$1.68 Million
0.97% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
4,098
shares
|
$1.68 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
4,087
shares
|
$1.68 Million
0.2% of portfolio
|
Q3 2023
Reduced 3.06%
|
|
|
Woodward Diversified Capital, LLC
|
Jul 18, 2025 Q2 2025 |
4,067
shares
|
$1.67 Million
0.83% of portfolio
|
Q2 2025
Added 46.88%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
4,062
shares
|
$1.67 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
4,055
shares
|
$1.66 Million
0.12% of portfolio
|
Q1 2025
Added 44.0%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
4,041
shares
|
$1.66 Million
0.98% of portfolio
|
Q1 2025
Added 3.06%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 02, 2025 Q1 2025 |
4,037
shares
|
$1.66 Million
0.71% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
4,034
shares
|
$1.65 Million
0.52% of portfolio
|
Q2 2022
Added 4.13%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
4,033
shares
|
$1.65 Million
0.18% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
4,030
shares
|
$1.65 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.27%
|