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 |
|---|---|---|---|---|---|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
2,859
shares
|
$1.23 Million
0.42% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
2,859
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
May 05, 2025 Q1 2025 |
2,859
shares
|
$1.23 Million
0.78% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
2,856
shares
|
$1.23 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
2,855
shares
|
$1.23 Million
0.14% of portfolio
|
Q2 2025
Added 18.71%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
2,854
shares
|
$1.23 Million
0.09% of portfolio
|
Q2 2025
Added 18.77%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
2,853
shares
|
$1.23 Million
0.57% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
2,847
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Apr 21, 2025 Q1 2025 |
2,837
shares
|
$1.22 Million
0.42% of portfolio
|
Q1 2025
Added 14.53%
|
|
|
Denali Advisors LLC
|
May 05, 2025 Q1 2025 |
2,835
shares
|
$1.22 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Ballast, Inc.
|
May 12, 2025 Q1 2025 |
2,826
shares
|
$1.21 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Peavine Capital, LLC
|
Jul 16, 2025 Q2 2025 |
2,800
shares
|
$1.2 Million
0.25% of portfolio
|
Q4 2018
Reduced 26.32%
|
|
|
Texas Capital Bancshares Inc
|
May 13, 2025 Q1 2025 |
2,797
shares
|
$1.2 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Farmers National Bank
Danville, KY |
May 14, 2025 Q1 2025 |
2,794
shares
|
$1.2 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
May 08, 2025 Q1 2025 |
2,792
shares
|
$1.2 Million
0.38% of portfolio
|
Q1 2025
Added 46.48%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
2,789
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
Added 8.61%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
2,788
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
2,781
shares
|
$1.19 Million
0.09% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
2,779
shares
|
$1.19 Million
0.46% of portfolio
|
Q2 2025
Added 84.65%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
2,778
shares
|
$1.19 Million
0.48% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
2,777
shares
|
$1.19 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.67%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
2,776
shares
|
$1.19 Million
0.05% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
2,766
shares
|
$1.19 Million
0.4% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Legacy Wealth Asset Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,755
shares
|
$1.18 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
2,752
shares
|
$1.18 Million
0.48% of portfolio
|
Q1 2025
Reduced 16.38%
|