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 |
|---|---|---|---|---|---|
|
Geneva Partners, LLC
|
Apr 30, 2025 Q1 2025 |
707
shares
|
$295,575
0.12% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
May 12, 2025 Q1 2025 |
706
shares
|
$295,157
0.03% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Jarislowsky, Fraser LTD
|
Jul 15, 2025 Q2 2025 |
705
shares
|
$294,739
0.0% of portfolio
|
Q1 2024
Reduced 2.28%
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
703
shares
|
$293,903
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
701
shares
|
$293,067
0.07% of portfolio
|
Q1 2025
Reduced 74.05%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
700
shares
|
$292,649
0.13% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
700
shares
|
$292,649
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Integras Partners LLC
Alpharetta, GA |
May 14, 2025 Q1 2025 |
700
shares
|
$292,649
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Human Investing LLC
|
May 15, 2025 Q1 2025 |
699
shares
|
$292,230
0.04% of portfolio
|
Q1 2025
Added 21.35%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
699
shares
|
$292,230
0.16% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Chatham Capital Group, Inc.
|
Jul 16, 2025 Q2 2025 |
696
shares
|
$290,976
0.04% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
695
shares
|
$290,558
0.18% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Apr 17, 2025 Q1 2025 |
693
shares
|
$289,722
0.16% of portfolio
|
Q1 2025
Reduced 6.48%
|
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Jul 07, 2025 Q2 2025 |
692
shares
|
$289,304
0.17% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
691
shares
|
$288,886
0.08% of portfolio
|
Q1 2025
Added 15.94%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
690
shares
|
$288,468
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
689
shares
|
$288,050
0.26% of portfolio
|
Q2 2025
Reduced 17.09%
|
|
|
Clark & Stuart, Inc
Portland, ME |
Apr 21, 2025 Q1 2025 |
689
shares
|
$288,050
0.17% of portfolio
|
Q1 2025
Reduced 80.78%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
688
shares
|
$287,632
0.01% of portfolio
|
Q4 2024
Reduced 6.01%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
687
shares
|
$287,214
0.21% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
686
shares
|
$286,796
0.03% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
685
shares
|
$286,377
0.12% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
685
shares
|
$286,377
0.07% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
685
shares
|
$286,377
0.13% of portfolio
|
Q3 2023
Added 14.17%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
685
shares
|
$286,377
0.15% of portfolio
|
Q1 2025
New holding
|