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 |
|---|---|---|---|---|---|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
1,302
shares
|
$528,312
0.19% of portfolio
|
Q1 2025
Added 20.11%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
1,300
shares
|
$527,501
0.01% of portfolio
|
Q2 2025
Reduced 23.53%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
1,299
shares
|
$527,095
0.24% of portfolio
|
Q1 2024
Reduced 6.61%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
1,298
shares
|
$526,689
0.02% of portfolio
|
Q1 2025
Reduced 1.59%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
1,297
shares
|
$526,283
0.18% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
1,294
shares
|
$525,066
0.01% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
1,292
shares
|
$524,254
0.05% of portfolio
|
Q2 2025
Reduced 15.5%
|
|
|
Prentice Wealth Management LLC
|
Apr 16, 2025 Q1 2025 |
1,291
shares
|
$523,849
0.13% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,287
shares
|
$522,225
0.03% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
1,287
shares
|
$522,225
0.18% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
1,282
shares
|
$520,197
0.04% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,281
shares
|
$519,791
0.21% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
1,280
shares
|
$519,385
0.04% of portfolio
|
Q1 2025
Reduced 61.07%
|
|
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
Jul 14, 2025 Q2 2025 |
1,280
shares
|
$519,385
0.1% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
1,279
shares
|
$518,979
0.07% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,279
shares
|
$518,979
0.25% of portfolio
|
Q1 2024
Added 4.58%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
1,278
shares
|
$518,574
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Family Trust
Los Angeles, CA |
May 13, 2025 Q1 2025 |
1,270
shares
|
$515,327
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,269
shares
|
$514,922
0.05% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2025 Q2 2025 |
1,268
shares
|
$514,516
0.12% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
1,267
shares
|
$514,110
0.14% of portfolio
|
Q4 2023
Reduced 4.52%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,263
shares
|
$512,487
0.14% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
May 07, 2025 Q1 2025 |
1,260
shares
|
$511,270
0.08% of portfolio
|
Q4 2024
Reduced 3.82%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Apr 14, 2025 Q1 2025 |
1,258
shares
|
$510,458
0.23% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Precision Wealth Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
1,256
shares
|
$509,647
0.41% of portfolio
|
Q1 2025
Added 19.05%
|