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 |
|---|---|---|---|---|---|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
310
shares
|
$129,601
0.04% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
310
shares
|
$129,601
0.08% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
304
shares
|
$127,093
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
302
shares
|
$126,257
0.02% of portfolio
|
Q2 2024
Reduced 9.58%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
301
shares
|
$125,839
0.03% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
300
shares
|
$125,421
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
298
shares
|
$124,584
0.03% of portfolio
|
Q4 2024
Added 81.71%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
292
shares
|
$122,076
0.0% of portfolio
|
Q1 2025
Added 48.98%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
290
shares
|
$121,240
0.01% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
283
shares
|
$118,313
0.0% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
281
shares
|
$117,477
0.0% of portfolio
|
Q1 2025
Reduced 94.01%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
275
shares
|
$114,969
0.04% of portfolio
|
Q1 2025
Added 16.53%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
274
shares
|
$114,551
0.03% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
273
shares
|
$114,133
0.04% of portfolio
|
Q4 2024
Added 10.08%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
269
shares
|
$112,460
0.07% of portfolio
|
Q1 2025
Reduced 15.67%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
269
shares
|
$112,460
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
268
shares
|
$112,042
0.04% of portfolio
|
Q1 2025
Added 16.02%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Apr 29, 2025 Q1 2025 |
261
shares
|
$109,116
0.04% of portfolio
|
Q2 2024
Added 99.24%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
257
shares
|
$107,443
0.06% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
254
shares
|
$106,189
0.02% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
251
shares
|
$104,935
0.07% of portfolio
|
Q4 2023
Reduced 58.24%
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
250
shares
|
$104,517
0.02% of portfolio
|
Q2 2024
Reduced 15.54%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
250
shares
|
$104,517
0.02% of portfolio
|
Q3 2021
Reduced 4.58%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
250
shares
|
$104,517
0.04% of portfolio
|
Q3 2023
Reduced 61.54%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
250
shares
|
$104,517
0.02% of portfolio
|
Q1 2025
Reduced 80.77%
|