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 |
|---|---|---|---|---|---|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
528
shares
|
$220,740
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
528
shares
|
$220,740
0.19% of portfolio
|
Q1 2025
Added 5.6%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
527
shares
|
$220,322
0.0% of portfolio
|
Q1 2025
Added 45.18%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
526
shares
|
$219,904
0.0% of portfolio
|
Q3 2022
Reduced 90.44%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
523
shares
|
$218,650
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
523
shares
|
$218,650
0.14% of portfolio
|
Q1 2025
Reduced 31.0%
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
522
shares
|
$218,232
0.04% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
521
shares
|
$217,814
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
521
shares
|
$217,814
0.01% of portfolio
|
Q1 2025
Added 11.56%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Apr 09, 2025 Q1 2025 |
520
shares
|
$217,396
0.01% of portfolio
|
Q4 2024
Reduced 43.48%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jul 15, 2025 Q2 2025 |
520
shares
|
$217,396
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
518
shares
|
$216,560
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
515
shares
|
$215,306
0.14% of portfolio
|
Q1 2025
Reduced 27.97%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
504
shares
|
$210,707
0.17% of portfolio
|
Q4 2024
Reduced 45.22%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
500
shares
|
$209,035
0.04% of portfolio
|
Q4 2023
Reduced 50.2%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
500
shares
|
$209,035
0.04% of portfolio
|
Q2 2025
Reduced 79.88%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
493
shares
|
$206,108
0.07% of portfolio
|
Q1 2025
Reduced 23.09%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
491
shares
|
$205,272
0.05% of portfolio
|
Q4 2024
Added 70.49%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
490
shares
|
$204,854
0.3% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
486
shares
|
$203,182
0.06% of portfolio
|
Q2 2025
Added 26.56%
|
|
|
Riverview Trust CO
|
Apr 10, 2025 Q1 2025 |
485
shares
|
$202,763
0.16% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
484
shares
|
$202,345
0.15% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
478
shares
|
$199,837
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
478
shares
|
$199,837
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
477
shares
|
$199,419
0.01% of portfolio
|
Q1 2025
Reduced 1.04%
|