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 |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
1,250
shares
|
$507,212
0.03% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
1,250
shares
|
$507,212
0.28% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
1,250
shares
|
$507,212
0.01% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
1,249
shares
|
$506,806
0.03% of portfolio
|
Q1 2025
Added 8.89%
|
|
|
Intellus Advisors LLC
Naples, FL |
May 07, 2025 Q1 2025 |
1,247
shares
|
$505,995
0.07% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jul 08, 2025 Q2 2025 |
1,245
shares
|
$505,183
0.23% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
1,244
shares
|
$504,777
0.24% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
1,244
shares
|
$504,777
0.13% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Greenline Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,242
shares
|
$503,966
0.06% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
1,240
shares
|
$503,154
0.05% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
May 14, 2025 Q1 2025 |
1,239
shares
|
$502,749
0.44% of portfolio
|
Q1 2025
Reduced 5.42%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Apr 21, 2025 Q1 2025 |
1,238
shares
|
$502,343
0.27% of portfolio
|
Q1 2025
Reduced 54.18%
|
|
|
Vista Investment Partners LLC
Oklahoma City, OK |
Jul 10, 2025 Q2 2025 |
1,238
shares
|
$502,343
0.14% of portfolio
|
Q2 2025
Reduced 89.74%
|
|
|
Monarch Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
1,237
shares
|
$501,937
0.12% of portfolio
|
Q4 2024
Reduced 6.07%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
1,237
shares
|
$501,937
0.08% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Core First Bank & Trust
Topeka, KS |
Apr 29, 2025 Q1 2025 |
1,236
shares
|
$501,531
0.26% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
1,235
shares
|
$501,125
0.1% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
1,233
shares
|
$500,314
0.06% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Pinnacle Financial Group, LLC
|
May 15, 2025 Q1 2025 |
1,232
shares
|
$499,908
0.15% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
West Hill Financial Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
1,232
shares
|
$499,908
0.1% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
1,232
shares
|
$499,908
0.17% of portfolio
|
Q2 2025
Reduced 6.74%
|
|
|
American Alpha Advisors, LLC
New York, NY |
May 12, 2025 Q1 2025 |
1,231
shares
|
$499,502
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
1,224
shares
|
$496,662
0.05% of portfolio
|
Q1 2025
Added 6.25%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
1,223
shares
|
$496,256
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
J2 Capital Management Inc
|
Apr 08, 2025 Q1 2025 |
1,223
shares
|
$496,256
0.38% of portfolio
|
Q1 2025
Reduced 22.45%
|