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 |
|---|---|---|---|---|---|
|
Corda Investment Management, Llc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
3,191
shares
|
$1.31 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
3,180
shares
|
$1.3 Million
0.28% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
Menard Financial Group LLC
Houston, TX |
May 08, 2025 Q1 2025 |
3,174
shares
|
$1.3 Million
0.72% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
3,174
shares
|
$1.3 Million
1.58% of portfolio
|
Q1 2025
New holding
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
3,165
shares
|
$1.3 Million
0.3% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
May 07, 2025 Q1 2025 |
3,164
shares
|
$1.3 Million
0.85% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
3,158
shares
|
$1.3 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,154
shares
|
$1.29 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
3,154
shares
|
$1.29 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
May 14, 2025 Q1 2025 |
3,154
shares
|
$1.29 Million
0.48% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
3,148
shares
|
$1.29 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
3,143
shares
|
$1.29 Million
0.05% of portfolio
|
Q1 2025
Reduced 20.75%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,142
shares
|
$1.29 Million
0.41% of portfolio
|
Q1 2024
Reduced 6.26%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
3,141
shares
|
$1.29 Million
0.32% of portfolio
|
Q2 2025
Added 25.54%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
3,136
shares
|
$1.29 Million
0.12% of portfolio
|
Q1 2025
Reduced 34.52%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,107
shares
|
$1.27 Million
0.42% of portfolio
|
Q3 2023
Added 1.34%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
May 06, 2025 Q1 2025 |
3,104
shares
|
$1.27 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
3,103
shares
|
$1.27 Million
0.08% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
3,097
shares
|
$1.27 Million
0.19% of portfolio
|
Q1 2025
Added 45.81%
|
|
|
Stiles Financial Services Inc
|
Apr 22, 2025 Q1 2025 |
3,096
shares
|
$1.27 Million
0.4% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Bard Financial Services, Inc.
|
Jul 08, 2025 Q2 2025 |
3,090
shares
|
$1.27 Million
0.15% of portfolio
|
Q2 2025
Added 144.27%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Apr 17, 2025 Q1 2025 |
3,082
shares
|
$1.26 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
3,075
shares
|
$1.26 Million
0.25% of portfolio
|
Q1 2024
Reduced 2.38%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
3,074
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.05%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
3,063
shares
|
$1.26 Million
0.49% of portfolio
|
Q2 2025
Added 4.83%
|