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 |
|---|---|---|---|---|---|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
2,012
shares
|
$841,156
0.05% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Penn Davis Mcfarland Inc
|
Jul 15, 2025 Q2 2025 |
2,000
shares
|
$836,140
0.09% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Saybrook Capital
|
Apr 23, 2025 Q1 2025 |
2,000
shares
|
$836,140
0.19% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
1,997
shares
|
$834,885
0.22% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Lester Murray Antman Dba Simply Rich
|
May 09, 2025 Q1 2025 |
1,996
shares
|
$834,467
0.19% of portfolio
|
Q4 2022
Reduced 3.11%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
1,995
shares
|
$834,049
0.08% of portfolio
|
Q2 2025
Added 34.34%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
1,987
shares
|
$830,705
0.15% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Northside Capital Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,985
shares
|
$829,868
0.06% of portfolio
|
Q2 2025
Added 88.51%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
1,983
shares
|
$829,032
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
1,981
shares
|
$828,196
0.41% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
1,979
shares
|
$827,360
0.22% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
1,979
shares
|
$827,360
0.07% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
1,978
shares
|
$826,942
0.59% of portfolio
|
Q3 2024
New holding
|
|
|
Close Asset Management LTD
|
May 06, 2025 Q1 2025 |
1,978
shares
|
$826,942
0.02% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
1,975
shares
|
$825,688
0.07% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
May 05, 2025 Q1 2025 |
1,969
shares
|
$823,179
0.04% of portfolio
|
Q1 2025
Added 196.09%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Apr 23, 2025 Q1 2025 |
1,969
shares
|
$823,179
0.15% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
1,966
shares
|
$821,925
0.26% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
1,958
shares
|
$818,581
0.09% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
United Bank
|
May 06, 2025 Q1 2025 |
1,958
shares
|
$818,581
0.27% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
1,957
shares
|
$818,162
0.25% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
1,956
shares
|
$817,744
0.01% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Baldwin Brothers LLC
|
Apr 14, 2025 Q1 2025 |
1,955
shares
|
$817,326
0.05% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
1,951
shares
|
$815,654
0.24% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
1,950
shares
|
$815,236
0.18% of portfolio
|
Q2 2025
Added 5.69%
|