Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,320 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 $144 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
2,942
shares
|
$1.26 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
2,941
shares
|
$1.26 Million
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Mckinley Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
2,938
shares
|
$1.26 Million
0.18% of portfolio
|
Q2 2024
Reduced 15.06%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
2,932
shares
|
$1.26 Million
0.08% of portfolio
|
Q2 2023
Added 0.79%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jul 17, 2025 Q2 2025 |
2,930
shares
|
$1.26 Million
0.42% of portfolio
|
Q2 2025
Added 38.14%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
2,929
shares
|
$1.26 Million
0.08% of portfolio
|
Q1 2025
Added 8.04%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
2,927
shares
|
$1.26 Million
0.61% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
2,926
shares
|
$1.26 Million
0.32% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Washburn Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
2,924
shares
|
$1.26 Million
0.53% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Us Asset Management LLC
Pittsburgh, PA |
Jul 16, 2025 Q2 2025 |
2,921
shares
|
$1.25 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
2,917
shares
|
$1.25 Million
0.12% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
2,916
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2025
Reduced 39.29%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
2,911
shares
|
$1.25 Million
0.64% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
2,911
shares
|
$1.25 Million
0.46% of portfolio
|
Q1 2025
Reduced 13.62%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
2,905
shares
|
$1.25 Million
0.04% of portfolio
|
Q1 2025
Reduced 12.58%
|
|
|
Mechanics Financial Corp
|
Jul 21, 2025 Q2 2025 |
2,901
shares
|
$1.25 Million
0.49% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
2,899
shares
|
$1.25 Million
0.15% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
May 15, 2025 Q1 2025 |
2,894
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Reduced 44.94%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
May 15, 2025 Q1 2025 |
2,881
shares
|
$1.24 Million
0.15% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,870
shares
|
$1.23 Million
0.37% of portfolio
|
Q2 2025
Reduced 11.39%
|
|
|
Forte Capital LLC
|
Jul 15, 2025 Q2 2025 |
2,867
shares
|
$1.23 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
2,867
shares
|
$1.23 Million
0.13% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Kercheville Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,865
shares
|
$1.23 Million
0.39% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
2,864
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
2,860
shares
|
$1.23 Million
0.06% of portfolio
|
Q1 2025
Added 0.14%
|