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 |
|---|---|---|---|---|---|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
1,697
shares
|
$709,464
0.02% of portfolio
|
Q4 2024
Added 32.58%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
1,696
shares
|
$709,046
0.06% of portfolio
|
Q1 2025
Reduced 60.23%
|
|
|
Ofc Financial Planning, LLC
Short Hills, NJ |
May 14, 2025 Q1 2025 |
1,695
shares
|
$708,628
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
1,694
shares
|
$708,210
0.05% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Woodstock Corp
|
Jul 09, 2025 Q2 2025 |
1,687
shares
|
$705,284
0.06% of portfolio
|
Q2 2025
Reduced 17.1%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,686
shares
|
$704,866
0.06% of portfolio
|
Q3 2023
Added 10.41%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
1,684
shares
|
$704,029
0.36% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
1,683
shares
|
$703,611
0.24% of portfolio
|
Q2 2025
Reduced 16.52%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 16, 2025 Q1 2025 |
1,682
shares
|
$703,193
0.08% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
1,681
shares
|
$702,775
0.23% of portfolio
|
Q2 2025
Added 24.24%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
1,680
shares
|
$702,357
0.01% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
1,678
shares
|
$701,521
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
1,674
shares
|
$699,849
0.07% of portfolio
|
Q1 2025
Reduced 7.67%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
1,674
shares
|
$699,849
0.11% of portfolio
|
Q4 2024
Reduced 0.59%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
1,673
shares
|
$699,431
0.24% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,670
shares
|
$698,176
0.08% of portfolio
|
Q3 2022
Reduced 2.11%
|
|
|
Charis Legacy Partners, LLC
Bryan, TX |
Jul 07, 2025 Q2 2025 |
1,670
shares
|
$698,176
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Reliant Investment Partners, LLC
Pinehurst, NC |
May 21, 2025 Q1 2025 |
1,670
shares
|
$698,176
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
1,669
shares
|
$697,758
0.29% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Stokes Family Office, LLC
|
May 13, 2025 Q1 2025 |
1,668
shares
|
$697,340
0.06% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
1,667
shares
|
$696,922
0.08% of portfolio
|
Q2 2025
Reduced 7.8%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
1,665
shares
|
$696,086
0.36% of portfolio
|
Q2 2022
Added 6.39%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
1,665
shares
|
$696,086
0.02% of portfolio
|
Q3 2022
Added 5.05%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
1,663
shares
|
$695,250
0.05% of portfolio
|
Q1 2025
Reduced 75.48%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
1,663
shares
|
$695,250
0.09% of portfolio
|
Q2 2025
Added 3.29%
|