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 |
|---|---|---|---|---|---|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
1,950
shares
|
$815,236
0.11% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
1,948
shares
|
$814,400
0.09% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
1,942
shares
|
$811,891
0.12% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,941
shares
|
$811,473
0.27% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jul 18, 2025 Q2 2025 |
1,941
shares
|
$811,473
0.2% of portfolio
|
Q2 2025
Added 86.1%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
1,940
shares
|
$811,055
0.42% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
1,926
shares
|
$805,202
0.08% of portfolio
|
Q2 2025
Added 132.89%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
1,921
shares
|
$803,112
0.03% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
1,914
shares
|
$800,185
0.15% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
1,913
shares
|
$799,767
0.12% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
1,913
shares
|
$799,767
0.14% of portfolio
|
Q2 2025
Added 81.16%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
1,911
shares
|
$798,931
0.28% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
1,909
shares
|
$798,095
0.09% of portfolio
|
Q1 2025
Reduced 3.29%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Apr 16, 2025 Q1 2025 |
1,907
shares
|
$797,259
0.62% of portfolio
|
Q1 2025
Added 7.8%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,904
shares
|
$796,005
0.12% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Hall Laurie J Trustee
|
Jul 15, 2025 Q2 2025 |
1,903
shares
|
$795,587
0.25% of portfolio
|
Q2 2025
Reduced 30.37%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
1,897
shares
|
$793,078
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
1,895
shares
|
$792,242
0.11% of portfolio
|
Q1 2025
Added 18.81%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,891
shares
|
$790,570
0.07% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
1,890
shares
|
$790,152
0.11% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
1,888
shares
|
$789,316
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
1,887
shares
|
$788,898
0.19% of portfolio
|
Q1 2025
Added 5.83%
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
1,886
shares
|
$788,480
0.11% of portfolio
|
Q1 2025
Added 57.56%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
1,885
shares
|
$788,061
0.21% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jul 07, 2025 Q2 2025 |
1,883
shares
|
$787,225
0.21% of portfolio
|
Q2 2025
Added 4.03%
|