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 |
|---|---|---|---|---|---|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
22,562
shares
|
$9.43 Million
0.16% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
22,555
shares
|
$9.43 Million
1.23% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
22,341
shares
|
$9.34 Million
0.76% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
22,257
shares
|
$9.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
22,176
shares
|
$9.27 Million
0.09% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
22,173
shares
|
$9.27 Million
0.71% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
22,111
shares
|
$9.24 Million
0.16% of portfolio
|
Q3 2022
Reduced 0.7%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
22,019
shares
|
$9.21 Million
0.67% of portfolio
|
Q2 2025
Added 19.34%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
21,966
shares
|
$9.18 Million
0.19% of portfolio
|
Q2 2021
Reduced 4.76%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
21,931
shares
|
$9.17 Million
1.57% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
21,799
shares
|
$9.11 Million
0.17% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
21,694
shares
|
$9.07 Million
2.03% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Groupama Asset Managment
Paris, I0 |
May 14, 2025 Q1 2025 |
21,678
shares
|
$9.06 Million
0.14% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
21,647
shares
|
$9.05 Million
1.5% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
21,558
shares
|
$9.01 Million
1.15% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
21,547
shares
|
$9.01 Million
0.55% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
21,373
shares
|
$8.94 Million
0.11% of portfolio
|
Q1 2025
Added 5.92%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
21,272
shares
|
$8.89 Million
0.27% of portfolio
|
Q2 2022
Added 1.12%
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
21,243
shares
|
$8.88 Million
1.51% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
May 14, 2025 Q1 2025 |
21,115
shares
|
$8.83 Million
3.51% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Knuff & CO LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
21,069
shares
|
$8.81 Million
2.35% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
May 13, 2025 Q1 2025 |
20,900
shares
|
$8.74 Million
0.12% of portfolio
|
Q1 2025
Reduced 68.67%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
May 07, 2025 Q1 2025 |
20,857
shares
|
$8.72 Million
0.07% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
20,724
shares
|
$8.66 Million
0.17% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
20,721
shares
|
$8.66 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.02%
|