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 |
|---|---|---|---|---|---|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Apr 25, 2025 Q1 2025 |
928
shares
|
$380,544
0.19% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
928
shares
|
$380,544
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Chico Wealth Ria
|
Jul 14, 2025 Q2 2025 |
926
shares
|
$379,724
0.29% of portfolio
|
Q2 2025
Added 23.63%
|
|
|
Jsf Financial, LLC
|
May 07, 2025 Q1 2025 |
925
shares
|
$379,314
0.08% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Manchester Financial Inc
|
May 13, 2025 Q1 2025 |
924
shares
|
$378,904
0.07% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
923
shares
|
$378,494
0.02% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
922
shares
|
$378,084
0.09% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
922
shares
|
$378,084
0.01% of portfolio
|
Q1 2025
Reduced 18.19%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
920
shares
|
$377,264
0.28% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Jb Capital LLC
|
Apr 22, 2025 Q1 2025 |
917
shares
|
$376,034
0.02% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Winslow Asset Management Inc
|
May 02, 2025 Q1 2025 |
915
shares
|
$375,214
0.07% of portfolio
|
Q1 2025
Reduced 19.74%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
915
shares
|
$375,214
0.04% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
914
shares
|
$374,803
0.04% of portfolio
|
Q3 2023
Added 15.11%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
914
shares
|
$374,803
0.02% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
912
shares
|
$373,983
0.16% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Laffer Tengler Investments
Nashville, TN |
May 14, 2025 Q1 2025 |
912
shares
|
$373,983
0.06% of portfolio
|
Q4 2024
Reduced 39.08%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
912
shares
|
$373,983
0.03% of portfolio
|
Q2 2025
Reduced 23.81%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
912
shares
|
$373,983
0.22% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
911
shares
|
$373,573
0.05% of portfolio
|
Q1 2025
Reduced 33.26%
|
|
|
Xy Capital LTD
Central, K3 |
May 12, 2025 Q1 2025 |
911
shares
|
$373,573
0.09% of portfolio
|
Q1 2025
Added 52.34%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
910
shares
|
$373,163
0.03% of portfolio
|
Q1 2025
Reduced 58.82%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
909
shares
|
$372,753
0.03% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
905
shares
|
$371,113
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
904
shares
|
$370,703
0.05% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
903
shares
|
$370,293
0.16% of portfolio
|
Q1 2025
Added 2.61%
|