Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,284 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 $133 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meadow Creek Wealth Advisors LLC
|
Apr 28, 2025 Q1 2025 |
1,608
shares
|
$652,478
0.4% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
1,607
shares
|
$652,072
0.23% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
1,606
shares
|
$651,666
0.03% of portfolio
|
Q1 2025
Added 128.45%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
1,603
shares
|
$650,449
0.63% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jul 10, 2025 Q2 2025 |
1,603
shares
|
$650,449
0.42% of portfolio
|
Q1 2025
Reduced 40.81%
|
|
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
May 08, 2025 Q1 2025 |
1,600
shares
|
$649,232
0.02% of portfolio
|
Q1 2025
Reduced 52.94%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
1,600
shares
|
$649,232
0.34% of portfolio
|
Q4 2021
New holding
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
1,600
shares
|
$649,232
0.07% of portfolio
|
Q1 2025
Reduced 2.44%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
1,600
shares
|
$649,232
0.13% of portfolio
|
Q1 2025
Reduced 40.74%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Apr 29, 2025 Q1 2025 |
1,600
shares
|
$649,232
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
1,600
shares
|
$649,232
0.42% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
1,598
shares
|
$648,420
0.13% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Baker Ellis Asset Management LLC
|
Jul 08, 2025 Q2 2025 |
1,597
shares
|
$648,014
0.09% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Congress Park Capital LLC
|
Jul 11, 2025 Q2 2025 |
1,595
shares
|
$647,203
0.22% of portfolio
|
Q2 2025
Added 30.74%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jul 08, 2025 Q2 2025 |
1,594
shares
|
$646,797
0.28% of portfolio
|
Q2 2025
Added 14.68%
|
|
|
Mustard Seed Financial, LLC
Magnolia, AR |
May 12, 2025 Q1 2025 |
1,592
shares
|
$645,985
0.42% of portfolio
|
Q4 2024
Reduced 15.63%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
1,591
shares
|
$645,580
0.05% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
1,590
shares
|
$645,174
0.42% of portfolio
|
Q1 2025
Added 24.9%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
1,589
shares
|
$644,768
0.09% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
May 13, 2025 Q1 2025 |
1,589
shares
|
$644,768
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
1,588
shares
|
$644,362
0.03% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
1,587
shares
|
$643,956
0.23% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
1,586
shares
|
$643,551
0.03% of portfolio
|
Q4 2023
Reduced 16.7%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
May 12, 2025 Q1 2025 |
1,582
shares
|
$641,928
0.06% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
1,581
shares
|
$641,522
0.16% of portfolio
|
Q2 2025
Added 0.38%
|