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 |
|---|---|---|---|---|---|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
731
shares
|
$305,609
0.1% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
730
shares
|
$305,191
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
729
shares
|
$304,773
0.05% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
728
shares
|
$304,354
0.07% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
728
shares
|
$304,354
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
726
shares
|
$303,518
0.09% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
726
shares
|
$303,518
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Victory Financial Group, LLC
Austin, TX |
May 12, 2025 Q1 2025 |
725
shares
|
$303,100
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Mayport, LLC
|
Apr 22, 2025 Q1 2025 |
722
shares
|
$301,846
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
721
shares
|
$301,428
0.03% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
720
shares
|
$301,010
0.04% of portfolio
|
Q1 2025
Added 928.57%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
719
shares
|
$300,592
0.73% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Dorsey Wright & Associates
|
May 06, 2025 Q1 2025 |
718
shares
|
$300,174
0.06% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
718
shares
|
$300,174
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
717
shares
|
$299,756
0.04% of portfolio
|
Q4 2024
Reduced 27.21%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
716
shares
|
$299,338
0.11% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Apr 15, 2025 Q1 2025 |
716
shares
|
$299,338
0.2% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
714
shares
|
$298,501
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
714
shares
|
$298,501
0.13% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Millburn Ridgefield Corp
|
Apr 15, 2025 Q1 2025 |
713
shares
|
$298,083
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
711
shares
|
$297,247
0.14% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
711
shares
|
$297,247
0.09% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Sharpepoint LLC
Phoenix, AZ |
Apr 30, 2025 Q1 2025 |
710
shares
|
$296,829
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
709
shares
|
$296,411
0.04% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
708
shares
|
$295,993
0.06% of portfolio
|
Q1 2025
Reduced 0.28%
|