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 |
|---|---|---|---|---|---|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
1,752
shares
|
$732,458
0.44% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
1,751
shares
|
$732,040
0.09% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
1,749
shares
|
$731,204
0.39% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Argus Investors' Counsel, Inc.
|
Jul 17, 2025 Q2 2025 |
1,745
shares
|
$729,532
0.5% of portfolio
|
Q1 2025
Reduced 31.43%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
1,744
shares
|
$729,114
0.04% of portfolio
|
Q1 2025
Added 10.8%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
1,743
shares
|
$728,696
0.04% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,739
shares
|
$727,023
0.05% of portfolio
|
Q1 2025
Reduced 10.04%
|
|
|
Lafayette Investments, Inc.
|
Apr 24, 2025 Q1 2025 |
1,736
shares
|
$725,769
0.12% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
1,736
shares
|
$725,769
0.05% of portfolio
|
Q1 2025
Added 18.82%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
1,736
shares
|
$725,769
0.15% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Life Steps Financial, Inc.
|
Apr 23, 2025 Q1 2025 |
1,734
shares
|
$724,933
0.46% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jul 14, 2025 Q2 2025 |
1,728
shares
|
$722,424
0.1% of portfolio
|
Q2 2025
Added 2.8%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,720
shares
|
$719,080
0.16% of portfolio
|
Q4 2024
Reduced 32.79%
|
|
|
Check Capital Management Inc
|
May 01, 2025 Q1 2025 |
1,717
shares
|
$717,826
0.02% of portfolio
|
Q2 2024
Added 6.18%
|
|
|
Davis Investment Partners, LLC
Charlotte, NC |
Jul 08, 2025 Q2 2025 |
1,716
shares
|
$717,408
0.24% of portfolio
|
Q2 2025
Reduced 18.52%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
May 07, 2025 Q1 2025 |
1,716
shares
|
$717,408
0.43% of portfolio
|
Q1 2025
Added 140.34%
|
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
1,711
shares
|
$715,317
0.23% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
Jul 09, 2025 Q2 2025 |
1,711
shares
|
$715,317
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,707
shares
|
$713,645
0.14% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
1,701
shares
|
$711,137
0.06% of portfolio
|
Q1 2025
Reduced 13.83%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
1,700
shares
|
$710,719
0.2% of portfolio
|
Q1 2025
Reduced 71.63%
|
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,700
shares
|
$710,719
0.53% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Cornerstone Advisory, LLC
|
May 07, 2025 Q1 2025 |
1,699
shares
|
$710,300
0.07% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Axiom Investment Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
1,699
shares
|
$710,300
1.06% of portfolio
|
Q4 2022
Added 626.07%
|
|
|
Semanteon Capital Management, LP
Newton, MA |
May 13, 2025 Q1 2025 |
1,698
shares
|
$709,882
0.3% of portfolio
|
Q1 2025
New holding
|