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 |
|---|---|---|---|---|---|
|
Drake & Associates, LLC
Waukesha, WI |
Apr 29, 2025 Q1 2025 |
1,082
shares
|
$439,043
0.1% of portfolio
|
Q1 2025
Added 19.43%
|
|
|
Sterling Investment Counsel, LLC
|
Apr 21, 2025 Q1 2025 |
1,081
shares
|
$438,637
0.12% of portfolio
|
Q1 2025
Added 72.96%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
May 13, 2025 Q1 2025 |
1,078
shares
|
$437,420
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Silvant Capital Management LLC
|
May 14, 2025 Q1 2025 |
1,076
shares
|
$436,608
0.02% of portfolio
|
Q3 2019
Reduced 18.05%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
1,074
shares
|
$435,796
0.05% of portfolio
|
Q1 2025
Added 61.99%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
1,074
shares
|
$435,796
0.05% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,073
shares
|
$435,391
0.03% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,073
shares
|
$435,391
0.07% of portfolio
|
Q2 2025
Reduced 26.25%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
1,072
shares
|
$434,985
0.16% of portfolio
|
Q1 2025
Reduced 58.67%
|
|
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
May 14, 2025 Q1 2025 |
1,071
shares
|
$434,579
0.3% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
1,069
shares
|
$433,768
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Washington Trust Bank
|
Apr 29, 2025 Q1 2025 |
1,067
shares
|
$432,956
0.04% of portfolio
|
Q1 2025
Reduced 54.58%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
1,067
shares
|
$432,956
0.08% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,067
shares
|
$432,956
0.02% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
1,065
shares
|
$432,145
0.07% of portfolio
|
Q1 2025
Reduced 31.95%
|
|
|
Bender Robert & Associates
|
Apr 18, 2025 Q1 2025 |
1,064
shares
|
$431,739
0.09% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
1,063
shares
|
$431,333
0.07% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
1,062
shares
|
$430,927
0.13% of portfolio
|
Q1 2025
Reduced 86.16%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
1,059
shares
|
$429,710
0.05% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
1,058
shares
|
$429,304
0.26% of portfolio
|
Q1 2025
Reduced 9.5%
|
|
|
Wall Street Access Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,057
shares
|
$428,898
0.14% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Miller Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,056
shares
|
$428,493
0.19% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Apr 24, 2025 Q1 2025 |
1,055
shares
|
$428,087
0.18% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Northside Capital Management, LLC
|
Apr 10, 2025 Q1 2025 |
1,053
shares
|
$427,275
0.06% of portfolio
|
Q4 2024
Added 50.43%
|
|
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
Apr 22, 2025 Q1 2025 |
1,053
shares
|
$427,275
0.28% of portfolio
|
Q4 2024
New holding
|