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 |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
645
shares
|
$269,655
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
640
shares
|
$267,564
0.11% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
639
shares
|
$267,146
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
May 08, 2025 Q1 2025 |
638
shares
|
$266,728
0.03% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
637
shares
|
$266,310
0.06% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
635
shares
|
$265,474
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Opinicus Capital, Inc.
Tampa, FL |
Apr 16, 2025 Q1 2025 |
633
shares
|
$264,638
0.18% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
May 14, 2025 Q1 2025 |
631
shares
|
$263,802
0.21% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
628
shares
|
$262,547
0.15% of portfolio
|
Q1 2025
Added 10.37%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
626
shares
|
$261,711
0.19% of portfolio
|
Q2 2025
Reduced 24.21%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
625
shares
|
$261,293
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
625
shares
|
$261,293
0.05% of portfolio
|
Q1 2025
Added 38.89%
|
|
|
Rw Investment Management LLC
Eagle, ID |
May 13, 2025 Q1 2025 |
625
shares
|
$261,293
0.03% of portfolio
|
Q1 2025
Added 7.02%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
May 01, 2025 Q1 2025 |
621
shares
|
$259,621
0.08% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Swan Global Investments, LLC
Durango, CO |
May 13, 2025 Q1 2025 |
621
shares
|
$259,621
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
621
shares
|
$259,621
0.04% of portfolio
|
Q1 2025
Reduced 2.97%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
621
shares
|
$259,621
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
May 06, 2025 Q1 2025 |
621
shares
|
$259,621
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
621
shares
|
$259,621
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
620
shares
|
$259,203
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Bourne Lent Asset Management Inc
|
Jul 08, 2025 Q2 2025 |
618
shares
|
$258,367
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
617
shares
|
$257,949
0.26% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
616
shares
|
$257,531
0.02% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
616
shares
|
$257,531
0.1% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
May 15, 2025 Q1 2025 |
614
shares
|
$256,694
0.06% of portfolio
|
Q1 2025
Reduced 6.26%
|