Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,266 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 $117 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
1,736
shares
|
$606,714
0.12% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
1,736
shares
|
$606,714
0.05% of portfolio
|
Q1 2025
Added 18.82%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
1,736
shares
|
$606,714
0.15% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
1,734
shares
|
$606,015
0.46% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
1,732
shares
|
$605,316
0.03% of portfolio
|
Q4 2024
Added 102.34%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
1,727
shares
|
$603,569
0.21% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,720
shares
|
$601,122
0.16% of portfolio
|
Q4 2024
Reduced 32.79%
|
|
|
Check Capital Management Inc
|
May 01, 2025 Q1 2025 |
1,717
shares
|
$600,074
0.02% of portfolio
|
Q2 2024
Added 6.18%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
1,716
shares
|
$599,724
0.43% of portfolio
|
Q1 2025
Added 140.34%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
1,711
shares
|
$597,977
0.23% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
May 12, 2025 Q1 2025 |
1,711
shares
|
$597,977
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,707
shares
|
$596,579
0.14% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Apr 16, 2025 Q1 2025 |
1,705
shares
|
$595,880
0.18% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
1,701
shares
|
$594,482
0.06% of portfolio
|
Q1 2025
Reduced 13.83%
|
|
|
Trinity Financial Advisors LLC
|
May 19, 2025 Q1 2025 |
1,700
shares
|
$594,133
0.2% of portfolio
|
Q1 2025
Reduced 71.63%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Apr 24, 2025 Q1 2025 |
1,700
shares
|
$594,133
0.01% of portfolio
|
Q1 2024
Reduced 20.34%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,700
shares
|
$594,133
0.53% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
1,699
shares
|
$593,783
0.07% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
1,699
shares
|
$593,783
1.06% of portfolio
|
Q4 2022
Added 626.07%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
May 13, 2025 Q1 2025 |
1,698
shares
|
$593,434
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,697
shares
|
$593,084
0.02% of portfolio
|
Q4 2024
Added 32.58%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
1,696
shares
|
$592,735
0.06% of portfolio
|
Q1 2025
Reduced 60.23%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
1,695
shares
|
$592,385
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,692
shares
|
$591,337
0.05% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,686
shares
|
$589,240
0.06% of portfolio
|
Q3 2023
Added 10.41%
|