Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,267 institutions that hold shares in the stock, with a total of 332 Million shares, which have been reported (via 13F filing form) to have a value of $116 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Home Federal Bank Of Tennessee
|
Apr 15, 2025 Q1 2025 |
2,184
shares
|
$763,286
0.22% of portfolio
|
Q1 2025
Added 29.69%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
2,184
shares
|
$763,286
0.14% of portfolio
|
Q1 2025
Added 275.26%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
2,183
shares
|
$762,936
0.51% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
2,182
shares
|
$762,587
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,181
shares
|
$762,237
0.1% of portfolio
|
Q3 2024
Added 2.88%
|
|
|
Sound Financial Strategies Group, LLC
|
May 09, 2025 Q1 2025 |
2,181
shares
|
$762,237
0.68% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Apr 24, 2025 Q1 2025 |
2,181
shares
|
$762,237
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
2,180
shares
|
$761,888
0.14% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Cercano Management LLC
Bellevue, WA |
May 13, 2025 Q1 2025 |
2,180
shares
|
$761,888
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
2,176
shares
|
$760,490
0.26% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
2,176
shares
|
$760,490
0.39% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
2,172
shares
|
$759,092
0.11% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Feb 14, 2025 Q4 2024 |
2,169
shares
|
$758,043
0.29% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Marion Wealth Management
|
Apr 08, 2025 Q1 2025 |
2,168
shares
|
$757,694
0.19% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
2,163
shares
|
$755,946
0.45% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,162
shares
|
$755,597
0.07% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
2,160
shares
|
$754,898
0.29% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Apr 15, 2025 Q1 2025 |
2,160
shares
|
$754,898
0.12% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
2,156
shares
|
$753,500
0.14% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
2,146
shares
|
$750,005
0.09% of portfolio
|
Q1 2025
Reduced 5.25%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
2,145
shares
|
$749,656
0.7% of portfolio
|
Q1 2025
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
2,129
shares
|
$744,064
0.07% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
2,127
shares
|
$743,365
0.35% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
2,124
shares
|
$742,316
0.06% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,123
shares
|
$741,967
0.03% of portfolio
|
Q2 2024
Added 66.25%
|