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 |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
2,192
shares
|
$916,409
0.14% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Center Star Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
2,185
shares
|
$913,482
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
2,184
shares
|
$913,064
0.14% of portfolio
|
Q1 2025
Added 275.26%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
2,183
shares
|
$912,646
0.51% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
2,182
shares
|
$912,228
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,181
shares
|
$911,810
0.1% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
2,181
shares
|
$911,810
0.68% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
2,181
shares
|
$911,810
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
2,180
shares
|
$911,392
0.12% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
2,180
shares
|
$911,392
0.14% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
2,180
shares
|
$911,392
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
2,178
shares
|
$910,556
0.25% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
2,176
shares
|
$909,720
0.26% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
2,176
shares
|
$909,720
0.39% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
2,169
shares
|
$906,793
0.29% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
2,168
shares
|
$906,375
0.19% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
2,163
shares
|
$904,285
0.45% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,162
shares
|
$903,867
0.07% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
2,160
shares
|
$903,031
0.29% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
2,156
shares
|
$901,358
0.14% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
2,153
shares
|
$900,104
0.06% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
2,145
shares
|
$896,760
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,144
shares
|
$896,342
0.06% of portfolio
|
Q2 2025
Added 31.37%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,143
shares
|
$895,924
0.22% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,142
shares
|
$895,505
0.11% of portfolio
|
Q2 2025
Added 1.71%
|