Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,313 institutions that hold shares in the stock, with a total of 336 Million shares, which have been reported (via 13F filing form) to have a value of $140 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
3,780
shares
|
$1.58 Million
0.33% of portfolio
|
Q1 2025
Added 320.0%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
3,779
shares
|
$1.58 Million
0.28% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
3,777
shares
|
$1.58 Million
1.05% of portfolio
|
Q1 2025
Added 84.69%
|
|
|
Affinity Investment Advisors, LLC
|
May 13, 2025 Q1 2025 |
3,775
shares
|
$1.57 Million
1.02% of portfolio
|
Q1 2025
Reduced 11.24%
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
3,775
shares
|
$1.57 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
3,765
shares
|
$1.57 Million
0.07% of portfolio
|
Q2 2025
Reduced 13.49%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
3,763
shares
|
$1.57 Million
0.07% of portfolio
|
Q1 2025
Added 294.44%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
3,760
shares
|
$1.57 Million
0.41% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
3,752
shares
|
$1.57 Million
0.08% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
3,751
shares
|
$1.56 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
3,751
shares
|
$1.56 Million
1.05% of portfolio
|
Q1 2025
Added 12.47%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
3,746
shares
|
$1.56 Million
0.07% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
3,742
shares
|
$1.56 Million
0.17% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Apr 14, 2025 Q1 2025 |
3,739
shares
|
$1.56 Million
0.92% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
3,734
shares
|
$1.56 Million
0.12% of portfolio
|
Q2 2025
Added 46.6%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
3,732
shares
|
$1.56 Million
0.2% of portfolio
|
Q1 2025
Added 30.08%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
3,721
shares
|
$1.55 Million
0.19% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Souders Financial Advisors
|
May 05, 2025 Q1 2025 |
3,716
shares
|
$1.55 Million
0.19% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
3,712
shares
|
$1.55 Million
0.64% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Douglas Lane & Associates, LLC
|
Jul 07, 2025 Q2 2025 |
3,710
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
3,692
shares
|
$1.54 Million
0.67% of portfolio
|
Q1 2025
Added 45.41%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 15, 2025 Q2 2025 |
3,690
shares
|
$1.54 Million
0.39% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
3,689
shares
|
$1.54 Million
0.24% of portfolio
|
Q3 2023
Reduced 20.44%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
3,688
shares
|
$1.54 Million
0.46% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
3,686
shares
|
$1.54 Million
0.05% of portfolio
|
Q1 2025
Added 437.32%
|