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 |
|---|---|---|---|---|---|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
2,129
shares
|
$890,071
0.07% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
May 15, 2025 Q1 2025 |
2,127
shares
|
$889,234
0.35% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
2,124
shares
|
$887,980
0.06% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,123
shares
|
$887,562
0.03% of portfolio
|
Q2 2024
Added 66.25%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
2,123
shares
|
$887,562
0.14% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
2,117
shares
|
$885,054
0.07% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
2,112
shares
|
$882,963
0.19% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Martin Capital Advisors, LLP
|
Jul 14, 2025 Q2 2025 |
2,111
shares
|
$882,545
0.55% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
2,111
shares
|
$882,545
0.06% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
2,108
shares
|
$881,291
0.03% of portfolio
|
Q3 2022
Reduced 33.56%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
2,107
shares
|
$880,873
0.05% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
2,100
shares
|
$877,947
0.06% of portfolio
|
Q4 2022
Reduced 19.23%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
2,098
shares
|
$877,110
0.15% of portfolio
|
Q4 2023
Added 0.29%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 05, 2025 Q1 2025 |
2,098
shares
|
$877,110
0.02% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
2,097
shares
|
$876,692
0.06% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
2,094
shares
|
$875,438
0.28% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
2,094
shares
|
$875,438
0.07% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
2,088
shares
|
$872,930
0.38% of portfolio
|
Q1 2024
Added 21.54%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
May 14, 2025 Q1 2025 |
2,087
shares
|
$872,512
0.1% of portfolio
|
Q1 2025
Reduced 38.82%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
2,086
shares
|
$872,094
0.04% of portfolio
|
Q3 2022
Added 7.14%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
2,083
shares
|
$870,839
0.36% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Sage Investment Counsel LLC
Franklin, TN |
Apr 23, 2025 Q1 2025 |
2,074
shares
|
$867,077
0.87% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
2,074
shares
|
$867,077
0.21% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
May 15, 2025 Q1 2025 |
2,069
shares
|
$864,986
0.17% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Tarbox Family Office, Inc.
|
May 08, 2025 Q1 2025 |
2,068
shares
|
$864,568
0.11% of portfolio
|
Q1 2025
Reduced 0.19%
|