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 |
|---|---|---|---|---|---|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
3,302
shares
|
$1.38 Million
0.08% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
3,297
shares
|
$1.38 Million
0.04% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
3,289
shares
|
$1.37 Million
0.27% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Orca Wealth Management, LLC
New Port Richey, FL |
Jul 22, 2025 Q2 2025 |
3,285
shares
|
$1.37 Million
1.07% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
3,281
shares
|
$1.37 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
3,280
shares
|
$1.37 Million
1.24% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
3,277
shares
|
$1.37 Million
0.42% of portfolio
|
Q1 2025
Reduced 5.51%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
3,270
shares
|
$1.36 Million
0.65% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
3,268
shares
|
$1.36 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
3,266
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2025
Reduced 43.79%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
3,265
shares
|
$1.36 Million
0.27% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
3,260
shares
|
$1.36 Million
0.05% of portfolio
|
Q2 2025
Reduced 27.02%
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
3,260
shares
|
$1.36 Million
0.77% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,250
shares
|
$1.36 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
3,248
shares
|
$1.36 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
3,247
shares
|
$1.35 Million
0.46% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
3,244
shares
|
$1.35 Million
0.19% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
May 02, 2025 Q1 2025 |
3,242
shares
|
$1.35 Million
0.46% of portfolio
|
Q1 2025
Reduced 4.03%
|
|
|
Auxier Asset Management
Aurora, OR |
May 14, 2025 Q1 2025 |
3,230
shares
|
$1.35 Million
0.16% of portfolio
|
Q4 2023
Reduced 3.0%
|
|
|
Constitution Capital LLC
Shelton, CT |
Apr 11, 2025 Q1 2025 |
3,218
shares
|
$1.34 Million
0.59% of portfolio
|
Q1 2025
Added 38.83%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
3,218
shares
|
$1.34 Million
0.83% of portfolio
|
Q3 2024
Added 127.1%
|
|
|
Richwood Investment Advisors, LLC
|
May 15, 2025 Q1 2025 |
3,213
shares
|
$1.34 Million
0.9% of portfolio
|
Q1 2025
Added 20.34%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
3,211
shares
|
$1.34 Million
0.12% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
3,209
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
3,203
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 53.97%
|