Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,279 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
1,051
shares
|
$426,464
0.14% of portfolio
|
Q2 2022
Reduced 19.89%
|
|
|
Onyx Financial Advisors, LLC
Idaho Falls, ID |
Apr 23, 2025 Q1 2025 |
1,051
shares
|
$426,464
0.18% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
First Community Trust Na
|
Jul 07, 2025 Q2 2025 |
1,050
shares
|
$426,058
0.33% of portfolio
|
Q1 2025
Reduced 22.22%
|
|
|
Greylin Investment Mangement Inc
|
Jul 19, 2024 Q2 2024 |
1,050
shares
|
$426,058
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
1,050
shares
|
$426,058
0.16% of portfolio
|
Q4 2022
New holding
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Apr 07, 2025 Q1 2025 |
1,048
shares
|
$425,246
0.14% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
1,048
shares
|
$425,246
0.12% of portfolio
|
Q4 2023
Added 4.28%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
1,047
shares
|
$424,841
0.03% of portfolio
|
Q1 2025
Added 65.66%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
1,045
shares
|
$424,029
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
First Hawaiian Bank
|
Jul 03, 2025 Q2 2025 |
1,044
shares
|
$423,623
0.06% of portfolio
|
Q1 2025
Reduced 55.73%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
1,043
shares
|
$423,218
0.1% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
1,038
shares
|
$421,189
0.15% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
1,038
shares
|
$421,189
0.18% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,036
shares
|
$420,377
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Mjp Associates Inc
|
Apr 30, 2025 Q1 2025 |
1,035
shares
|
$419,971
0.06% of portfolio
|
Q1 2025
Reduced 35.71%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
1,033
shares
|
$419,160
0.09% of portfolio
|
Q1 2025
Added 19.28%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,028
shares
|
$417,131
0.22% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
1,028
shares
|
$417,131
0.37% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
1,028
shares
|
$417,131
0.11% of portfolio
|
Q1 2025
Reduced 19.62%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jun 16, 2025 Q1 2025 |
1,028
shares
|
$417,131
0.23% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,027
shares
|
$416,725
0.02% of portfolio
|
Q1 2025
Reduced 33.18%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,025
shares
|
$415,914
0.08% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
1,025
shares
|
$415,914
0.07% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
1,023
shares
|
$415,102
0.11% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
1,020
shares
|
$413,885
0.14% of portfolio
|
Q1 2025
Reduced 22.73%
|