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 |
|---|---|---|---|---|---|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Apr 28, 2025 Q1 2025 |
2,747
shares
|
$1.13 Million
0.75% of portfolio
|
Q1 2025
Added 84.86%
|
|
|
Claris Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,746
shares
|
$1.13 Million
0.41% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
2,745
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,745
shares
|
$1.13 Million
0.09% of portfolio
|
Q4 2023
Reduced 9.11%
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
2,743
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2023
Reduced 9.86%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
2,743
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2023
Reduced 9.86%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
2,739
shares
|
$1.12 Million
0.09% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
2,738
shares
|
$1.12 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
2,732
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
2,730
shares
|
$1.12 Million
0.2% of portfolio
|
Q1 2025
Added 31.19%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
2,729
shares
|
$1.12 Million
0.04% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
2,726
shares
|
$1.12 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Baring Financial LLC
Bellingham, WA |
Jul 14, 2025 Q2 2025 |
2,722
shares
|
$1.12 Million
0.79% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
2,718
shares
|
$1.11 Million
0.31% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Somerville Kurt F
|
May 06, 2025 Q1 2025 |
2,715
shares
|
$1.11 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
2,712
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2022
Added 1.57%
|
|
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
May 05, 2025 Q1 2025 |
2,702
shares
|
$1.11 Million
0.49% of portfolio
|
Q1 2025
Reduced 12.33%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
2,700
shares
|
$1.11 Million
0.1% of portfolio
|
Q4 2022
Reduced 79.76%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
2,700
shares
|
$1.11 Million
0.85% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
2,683
shares
|
$1.1 Million
0.08% of portfolio
|
Q1 2025
Added 11.75%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
2,673
shares
|
$1.1 Million
0.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,669
shares
|
$1.09 Million
0.19% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
2,668
shares
|
$1.09 Million
0.14% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
2,662
shares
|
$1.09 Million
0.25% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
2,661
shares
|
$1.09 Million
0.32% of portfolio
|
Q1 2025
Added 3.66%
|