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 $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
May 14, 2025 Q1 2025 |
777
shares
|
$324,840
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Helium Advisors LLC
Everett, WA |
May 08, 2025 Q1 2025 |
776
shares
|
$324,422
0.19% of portfolio
|
Q1 2025
Added 34.96%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
775
shares
|
$324,004
0.14% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Cutter & CO Brokerage, Inc.
|
May 01, 2025 Q1 2025 |
772
shares
|
$322,750
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
772
shares
|
$322,750
0.13% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
772
shares
|
$322,750
0.14% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
772
shares
|
$322,750
0.01% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
770
shares
|
$321,913
0.04% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
769
shares
|
$321,495
0.2% of portfolio
|
Q1 2025
Reduced 19.48%
|
|
|
Mps Loria Financial Planners, LLC
|
Apr 22, 2025 Q1 2025 |
766
shares
|
$320,241
0.07% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Omnia Family Wealth, LLC
|
Apr 23, 2025 Q1 2025 |
766
shares
|
$320,241
0.11% of portfolio
|
Q1 2025
Added 12.32%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
765
shares
|
$319,823
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
763
shares
|
$318,987
0.01% of portfolio
|
Q1 2025
Reduced 56.33%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
May 15, 2025 Q1 2025 |
763
shares
|
$318,987
0.17% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
763
shares
|
$318,987
0.22% of portfolio
|
Q1 2025
Added 16.85%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
762
shares
|
$318,569
0.09% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
762
shares
|
$318,569
0.01% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
760
shares
|
$317,733
0.07% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
May 15, 2025 Q1 2025 |
760
shares
|
$317,733
0.0% of portfolio
|
Q1 2025
Reduced 26.64%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
758
shares
|
$316,897
0.1% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
757
shares
|
$316,478
0.06% of portfolio
|
Q2 2025
Reduced 29.25%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
756
shares
|
$316,060
0.04% of portfolio
|
Q4 2023
Reduced 9.24%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
756
shares
|
$316,060
0.03% of portfolio
|
Q2 2024
Added 36.46%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
756
shares
|
$316,060
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Street Partners, LLC
Memphis, TN |
May 15, 2025 Q1 2025 |
755
shares
|
$315,642
0.05% of portfolio
|
Q1 2025
Added 3.85%
|