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 |
|---|---|---|---|---|---|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
May 15, 2025 Q1 2025 |
2,255
shares
|
$942,747
0.4% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
2,246
shares
|
$938,985
0.09% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
2,245
shares
|
$938,567
0.17% of portfolio
|
Q1 2025
Added 13.73%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
2,241
shares
|
$936,894
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
2,232
shares
|
$933,132
0.04% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,228
shares
|
$931,459
0.18% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Hamel Associates, Inc.
|
May 06, 2025 Q1 2025 |
2,228
shares
|
$931,459
0.25% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
2,227
shares
|
$931,041
0.04% of portfolio
|
Q1 2025
Reduced 39.52%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
2,226
shares
|
$930,623
0.05% of portfolio
|
Q2 2025
Added 38.43%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
2,226
shares
|
$930,623
0.09% of portfolio
|
Q1 2025
Added 104.97%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
2,224
shares
|
$929,787
0.06% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,222
shares
|
$928,951
0.05% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
2,222
shares
|
$928,951
0.12% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
May 15, 2025 Q1 2025 |
2,222
shares
|
$928,951
0.4% of portfolio
|
Q1 2025
Reduced 6.83%
|
|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
2,217
shares
|
$926,861
0.29% of portfolio
|
Q2 2023
Added 3.02%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
2,216
shares
|
$926,443
0.26% of portfolio
|
Q1 2025
Added 57.95%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
2,214
shares
|
$925,606
0.12% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
2,214
shares
|
$925,606
0.2% of portfolio
|
Q1 2025
Reduced 35.43%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
2,207
shares
|
$922,680
0.19% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
Peoples Financial Services Corp.
|
Jul 17, 2025 Q2 2025 |
2,202
shares
|
$920,590
0.43% of portfolio
|
Q2 2025
Reduced 21.36%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
2,199
shares
|
$919,335
0.21% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
2,198
shares
|
$918,917
0.46% of portfolio
|
Q1 2025
Added 512.26%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
2,197
shares
|
$918,499
0.16% of portfolio
|
Q4 2022
Added 8.49%
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
2,196
shares
|
$918,081
0.29% of portfolio
|
Q1 2025
Reduced 13.37%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jul 02, 2025 Q2 2025 |
2,196
shares
|
$918,081
0.25% of portfolio
|
Q2 2025
Added 9.04%
|