Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,280 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 |
|---|---|---|---|---|---|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
1,339
shares
|
$543,326
0.09% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
1,336
shares
|
$542,108
0.13% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
1,336
shares
|
$542,108
0.2% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
1,332
shares
|
$540,485
0.08% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Fi3 Financial Advisors, LLC
|
May 09, 2025 Q1 2025 |
1,330
shares
|
$539,674
0.18% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Mc Mill Wealth Management
Norfolk, NE |
May 09, 2025 Q1 2025 |
1,329
shares
|
$539,268
0.16% of portfolio
|
Q1 2025
Added 1.37%
|
|
|
Capital Advisors Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
1,327
shares
|
$538,456
0.08% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Apr 21, 2025 Q1 2025 |
1,326
shares
|
$538,051
0.61% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
1,325
shares
|
$537,645
0.37% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Planning Center, Inc.
|
Apr 18, 2025 Q1 2025 |
1,323
shares
|
$536,833
0.07% of portfolio
|
Q1 2025
Reduced 9.57%
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
1,320
shares
|
$535,616
0.18% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Apr 22, 2025 Q1 2025 |
1,320
shares
|
$535,616
0.44% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
1,319
shares
|
$535,210
0.28% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Tumwater Wealth Management, LLC
Boise, ID |
May 15, 2025 Q1 2025 |
1,317
shares
|
$534,399
0.23% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Westshore Wealth, LLC
|
Jul 09, 2025 Q2 2025 |
1,316
shares
|
$533,993
0.2% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
1,316
shares
|
$533,993
0.14% of portfolio
|
Q1 2025
Reduced 47.19%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
1,312
shares
|
$532,370
0.12% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
1,311
shares
|
$531,964
0.02% of portfolio
|
Q3 2022
Added 4.21%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
1,311
shares
|
$531,964
0.01% of portfolio
|
Q1 2025
Reduced 34.32%
|
|
|
Ramsay, Stattman, Vela & Price, Inc.
|
Apr 30, 2025 Q1 2025 |
1,309
shares
|
$531,152
0.08% of portfolio
|
Q1 2025
Reduced 10.89%
|
|
|
First Financial Corp
|
Jul 09, 2025 Q2 2025 |
1,308
shares
|
$530,747
0.23% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
1,308
shares
|
$530,747
0.11% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Schulhoff & CO Inc
|
May 07, 2025 Q1 2025 |
1,305
shares
|
$529,529
0.21% of portfolio
|
Q4 2024
Reduced 6.79%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
May 13, 2025 Q1 2025 |
1,304
shares
|
$529,124
0.14% of portfolio
|
Q1 2025
Added 29.88%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
1,303
shares
|
$528,718
0.26% of portfolio
|
Q2 2025
New holding
|