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 $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
2,422
shares
|
$1.01 Million
0.11% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
2,422
shares
|
$1.01 Million
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
2,420
shares
|
$1.01 Million
0.15% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
2,418
shares
|
$1.01 Million
0.3% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
2,417
shares
|
$1.01 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
2,414
shares
|
$1.01 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
2,410
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
2,400
shares
|
$1 Million
0.15% of portfolio
|
Q1 2022
Added 4.35%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
2,400
shares
|
$1 Million
0.11% of portfolio
|
Q1 2025
Added 27.93%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
2,396
shares
|
$1 Million
0.06% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
2,392
shares
|
$1 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Alta Advisers LTD
|
Apr 25, 2025 Q1 2025 |
2,391
shares
|
$999,605
0.34% of portfolio
|
Q1 2025
Added 50.28%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
2,385
shares
|
$997,096
0.0% of portfolio
|
Q1 2025
Reduced 31.93%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
2,384
shares
|
$996,678
0.08% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
2,365
shares
|
$988,735
0.29% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
2,361
shares
|
$987,063
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
2,359
shares
|
$986,227
0.32% of portfolio
|
Q2 2025
Added 42.54%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
2,354
shares
|
$984,136
0.27% of portfolio
|
Q2 2022
Reduced 35.28%
|
|
|
Addison Capital CO
|
May 27, 2025 Q1 2025 |
2,346
shares
|
$980,792
0.32% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
2,346
shares
|
$980,792
0.04% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
2,345
shares
|
$980,374
0.1% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
2,345
shares
|
$980,374
0.23% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
180 Wealth Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
2,343
shares
|
$979,538
0.13% of portfolio
|
Q1 2025
Reduced 38.47%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
2,342
shares
|
$979,119
0.24% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
2,342
shares
|
$979,119
0.25% of portfolio
|
Q4 2022
Reduced 1.22%
|