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 |
|---|---|---|---|---|---|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
3,430
shares
|
$1.43 Million
0.81% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
3,430
shares
|
$1.43 Million
0.18% of portfolio
|
Q2 2025
Added 33.31%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
3,428
shares
|
$1.43 Million
0.26% of portfolio
|
Q2 2025
Reduced 11.94%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
3,426
shares
|
$1.43 Million
0.12% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
3,413
shares
|
$1.42 Million
0.02% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
3,410
shares
|
$1.42 Million
0.36% of portfolio
|
Q2 2025
Added 11.69%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
3,410
shares
|
$1.42 Million
0.07% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
3,408
shares
|
$1.42 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
3,397
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2025
Added 188.86%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
3,397
shares
|
$1.42 Million
0.44% of portfolio
|
Q1 2025
Added 187.15%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
3,396
shares
|
$1.42 Million
0.35% of portfolio
|
Q2 2025
Reduced 17.79%
|
|
|
Perfromance Wealth Partners, LLC
|
Apr 22, 2025 Q1 2025 |
3,391
shares
|
$1.41 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
3,390
shares
|
$1.41 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
3,390
shares
|
$1.41 Million
0.23% of portfolio
|
Q1 2025
Reduced 45.66%
|
|
|
J. W. Coons Advisors, LLC
|
May 06, 2025 Q1 2025 |
3,380
shares
|
$1.41 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,363
shares
|
$1.4 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Bath Savings Trust CO
|
Jul 10, 2025 Q2 2025 |
3,349
shares
|
$1.4 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Corundum Group, Inc.
|
Jul 21, 2025 Q2 2025 |
3,345
shares
|
$1.4 Million
0.58% of portfolio
|
Q2 2025
Added 1.92%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
3,344
shares
|
$1.4 Million
0.0% of portfolio
|
Q1 2025
Added 200.18%
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
3,344
shares
|
$1.4 Million
0.57% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
3,340
shares
|
$1.39 Million
0.34% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
3,334
shares
|
$1.39 Million
0.13% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
3,318
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
3,312
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
3,304
shares
|
$1.38 Million
0.05% of portfolio
|
Q2 2025
Added 22.42%
|