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 |
|---|---|---|---|---|---|
|
Fulton Bank, N.A.
|
Jul 10, 2025 Q2 2025 |
3,056
shares
|
$1.25 Million
0.09% of portfolio
|
Q2 2025
Reduced 13.3%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
3,052
shares
|
$1.25 Million
0.08% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
3,041
shares
|
$1.25 Million
0.18% of portfolio
|
Q1 2025
Added 19.21%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
May 15, 2025 Q1 2025 |
3,032
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
3,024
shares
|
$1.24 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
3,023
shares
|
$1.24 Million
0.25% of portfolio
|
Q2 2025
Reduced 12.68%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
3,020
shares
|
$1.24 Million
0.18% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
3,007
shares
|
$1.23 Million
1.14% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
3,005
shares
|
$1.23 Million
0.67% of portfolio
|
Q3 2023
Reduced 67.49%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
3,002
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
May 09, 2025 Q1 2025 |
3,000
shares
|
$1.23 Million
0.32% of portfolio
|
Q2 2019
Reduced 50.0%
|
|
|
Birinyi Associates Inc
|
May 05, 2025 Q1 2025 |
3,000
shares
|
$1.23 Million
0.32% of portfolio
|
Q2 2024
Reduced 7.69%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
3,000
shares
|
$1.23 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
May 12, 2025 Q1 2025 |
2,989
shares
|
$1.23 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
2,987
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.0%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
2,975
shares
|
$1.22 Million
0.13% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
2,967
shares
|
$1.22 Million
0.85% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
2,966
shares
|
$1.22 Million
0.45% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
2,964
shares
|
$1.22 Million
0.09% of portfolio
|
Q2 2025
Added 54.62%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
2,963
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
2,959
shares
|
$1.21 Million
0.14% of portfolio
|
Q1 2025
Reduced 3.14%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
2,944
shares
|
$1.21 Million
0.11% of portfolio
|
Q1 2025
Reduced 9.64%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
2,942
shares
|
$1.21 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
2,941
shares
|
$1.21 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
2,938
shares
|
$1.2 Million
0.18% of portfolio
|
Q2 2024
Reduced 15.06%
|