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 |
|---|---|---|---|---|---|
|
West Family Investments, Inc.
Carlsbad, CA |
May 02, 2025 Q1 2025 |
1,662
shares
|
$694,832
0.21% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
May 12, 2025 Q1 2025 |
1,661
shares
|
$694,414
0.49% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
May 09, 2025 Q1 2025 |
1,658
shares
|
$693,160
0.26% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
1,658
shares
|
$693,160
0.43% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
1,657
shares
|
$692,741
0.27% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
1,656
shares
|
$692,323
0.11% of portfolio
|
Q2 2025
Added 71.61%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
1,655
shares
|
$691,905
0.11% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
1,654
shares
|
$691,487
0.33% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
1,651
shares
|
$690,233
0.16% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
1,651
shares
|
$690,233
0.12% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
1,650
shares
|
$689,815
0.04% of portfolio
|
Q1 2025
Reduced 44.11%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
1,649
shares
|
$689,397
0.16% of portfolio
|
Q2 2025
Added 16.29%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
1,644
shares
|
$687,307
0.05% of portfolio
|
Q2 2023
Added 7.17%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Apr 17, 2025 Q1 2025 |
1,643
shares
|
$686,889
0.18% of portfolio
|
Q1 2025
Added 23.53%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
1,643
shares
|
$686,889
0.21% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,642
shares
|
$686,470
0.08% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
1,640
shares
|
$685,634
0.15% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Advisory Resource Group
|
Apr 21, 2025 Q1 2025 |
1,638
shares
|
$684,798
0.13% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
1,636
shares
|
$683,962
0.3% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
1,636
shares
|
$683,962
0.21% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,629
shares
|
$681,036
0.14% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
May 09, 2025 Q1 2025 |
1,628
shares
|
$680,617
0.39% of portfolio
|
Q1 2025
Added 87.34%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
1,627
shares
|
$680,199
0.23% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
1,624
shares
|
$678,945
0.07% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
One Degree Advisors Inc
San Diego, CA |
May 09, 2025 Q1 2025 |
1,621
shares
|
$677,691
0.22% of portfolio
|
Q1 2025
Added 0.37%
|