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 |
|---|---|---|---|---|---|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
2,338
shares
|
$977,447
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
2,335
shares
|
$976,193
0.41% of portfolio
|
Q1 2025
Reduced 77.98%
|
|
|
Lincoln Capital LLC
|
Jul 11, 2025 Q2 2025 |
2,334
shares
|
$975,775
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,321
shares
|
$970,340
0.03% of portfolio
|
Q1 2025
Added 31.58%
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
2,318
shares
|
$969,086
0.78% of portfolio
|
Q2 2024
Added 9.44%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
2,316
shares
|
$968,250
0.56% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
2,306
shares
|
$964,069
0.2% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,305
shares
|
$963,651
0.05% of portfolio
|
Q1 2025
Added 8.68%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
2,303
shares
|
$962,815
0.33% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
2,301
shares
|
$961,979
0.24% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
2,300
shares
|
$961,561
0.12% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
2,298
shares
|
$960,724
0.3% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
2,297
shares
|
$960,306
0.04% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Infrastructure Capital Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,297
shares
|
$960,306
0.05% of portfolio
|
Q1 2025
Added 6.39%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
2,292
shares
|
$958,216
0.08% of portfolio
|
Q1 2025
Reduced 15.39%
|
|
|
Garner Asset Management Corp
|
May 05, 2025 Q1 2025 |
2,291
shares
|
$957,798
0.34% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
2,288
shares
|
$956,544
0.05% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
2,287
shares
|
$956,126
0.04% of portfolio
|
Q1 2025
Added 3.86%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,276
shares
|
$951,527
0.36% of portfolio
|
Q4 2023
Added 17.5%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
2,275
shares
|
$951,109
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
2,273
shares
|
$950,273
0.08% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
May 09, 2025 Q1 2025 |
2,271
shares
|
$949,436
0.26% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
2,267
shares
|
$947,764
0.03% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
2,264
shares
|
$946,510
0.15% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
2,263
shares
|
$946,092
0.08% of portfolio
|
Q1 2025
Added 11.75%
|