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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
19,488
shares
|
$8.15 Million
0.16% of portfolio
|
Q4 2023
Added 0.37%
|
|
|
Community Bank Of Raymore
|
May 12, 2025 Q1 2025 |
19,466
shares
|
$8.14 Million
5.27% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
19,450
shares
|
$8.13 Million
0.08% of portfolio
|
Q2 2025
Added 55.92%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
19,402
shares
|
$8.11 Million
0.08% of portfolio
|
Q1 2025
Added 2150.81%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
19,386
shares
|
$8.1 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
May 07, 2025 Q1 2025 |
19,334
shares
|
$8.08 Million
2.03% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
19,310
shares
|
$8.07 Million
0.16% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
19,258
shares
|
$8.05 Million
1.33% of portfolio
|
Q1 2025
Reduced 4.53%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
19,250
shares
|
$8.05 Million
0.73% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
19,186
shares
|
$8.02 Million
0.17% of portfolio
|
Q2 2023
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
19,162
shares
|
$8.01 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
19,126
shares
|
$8 Million
0.35% of portfolio
|
Q1 2025
Added 9.35%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
19,009
shares
|
$7.95 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
18,864
shares
|
$7.89 Million
0.37% of portfolio
|
Q4 2022
Reduced 5.79%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
18,853
shares
|
$7.88 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
18,801
shares
|
$7.86 Million
0.06% of portfolio
|
Q1 2025
Reduced 25.31%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
18,650
shares
|
$7.8 Million
0.13% of portfolio
|
Q2 2025
Added 66.71%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
18,596
shares
|
$7.77 Million
0.21% of portfolio
|
Q1 2025
Added 580.67%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
May 08, 2025 Q1 2025 |
18,550
shares
|
$7.76 Million
1.02% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
18,475
shares
|
$7.72 Million
0.52% of portfolio
|
Q4 2022
Reduced 0.01%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
18,458
shares
|
$7.72 Million
0.14% of portfolio
|
Q2 2025
Reduced 31.24%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
18,438
shares
|
$7.71 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
18,310
shares
|
$7.65 Million
2.36% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
18,268
shares
|
$7.64 Million
0.37% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
18,241
shares
|
$7.63 Million
1.7% of portfolio
|
Q2 2025
Reduced 0.46%
|