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 |
|---|---|---|---|---|---|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
2,500
shares
|
$1.03 Million
0.74% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
2,499
shares
|
$1.02 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
2,497
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
2,495
shares
|
$1.02 Million
0.11% of portfolio
|
Q1 2025
Added 3271.62%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
2,492
shares
|
$1.02 Million
0.05% of portfolio
|
Q2 2025
Added 55.94%
|
|
|
Puzo Michael J
|
Apr 18, 2025 Q1 2025 |
2,490
shares
|
$1.02 Million
0.24% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
2,489
shares
|
$1.02 Million
0.15% of portfolio
|
Q1 2025
Added 64.07%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
2,488
shares
|
$1.02 Million
0.29% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
2,486
shares
|
$1.02 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
2,484
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,469
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
2,467
shares
|
$1.01 Million
0.5% of portfolio
|
Q1 2024
Added 9.64%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
2,463
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.44%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
2,462
shares
|
$1.01 Million
0.1% of portfolio
|
Q2 2025
Added 22.24%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
2,461
shares
|
$1.01 Million
0.45% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
2,453
shares
|
$1.01 Million
0.82% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Brasada Capital Management, LP
Houston, TX |
May 15, 2025 Q1 2025 |
2,450
shares
|
$1 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Future Fund LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
2,446
shares
|
$1 Million
1.05% of portfolio
|
Q1 2025
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,442
shares
|
$1 Million
0.14% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
2,439
shares
|
$1 Million
0.31% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Arbor Wealth Advisors LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
2,437
shares
|
$999,340
0.77% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
2,435
shares
|
$998,520
0.2% of portfolio
|
Q2 2025
Added 16.17%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
2,434
shares
|
$998,110
0.02% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
2,431
shares
|
$996,880
0.02% of portfolio
|
Q1 2025
Reduced 9.59%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
2,427
shares
|
$995,239
0.35% of portfolio
|
Q1 2025
New holding
|