Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,305 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 $135 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
951
shares
|
$389,976
0.11% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
951
shares
|
$389,976
0.25% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
|
Mount Vernon Associates Inc
|
Apr 23, 2025 Q1 2025 |
950
shares
|
$389,566
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
950
shares
|
$389,566
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
950
shares
|
$389,566
0.02% of portfolio
|
Q1 2025
Reduced 28.68%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
947
shares
|
$388,336
0.11% of portfolio
|
Q2 2025
Reduced 17.72%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
946
shares
|
$387,926
0.18% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
945
shares
|
$387,516
0.02% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
360 Financial, Inc.
|
May 08, 2025 Q1 2025 |
945
shares
|
$387,516
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
943
shares
|
$386,696
0.02% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
942
shares
|
$386,285
0.25% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
941
shares
|
$385,875
0.04% of portfolio
|
Q4 2024
Reduced 21.12%
|
|
|
Eagle Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
939
shares
|
$385,055
0.16% of portfolio
|
Q1 2025
Added 46.95%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
939
shares
|
$385,055
0.05% of portfolio
|
Q2 2022
Added 13.27%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
938
shares
|
$384,645
0.02% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
937
shares
|
$384,235
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
935
shares
|
$383,415
0.13% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
935
shares
|
$383,415
0.06% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Wedgewood Investors Inc
|
Apr 29, 2025 Q1 2025 |
933
shares
|
$382,595
0.37% of portfolio
|
Q4 2023
Reduced 9.68%
|
|
|
Citizens & Northern Corp
|
Apr 21, 2025 Q1 2025 |
932
shares
|
$382,185
0.09% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
930
shares
|
$381,365
0.32% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
May 12, 2025 Q1 2025 |
929
shares
|
$380,955
0.06% of portfolio
|
Q1 2025
Reduced 98.2%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
929
shares
|
$380,955
0.08% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Canvas Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
928
shares
|
$380,544
0.08% of portfolio
|
Q1 2025
Added 1.64%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
928
shares
|
$380,544
0.08% of portfolio
|
Q4 2022
New holding
|