Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,320 institutions that hold shares in the stock, with a total of 336 Million shares, which have been reported (via 13F filing form) to have a value of $144 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Counsel, Inc
|
Apr 28, 2025 Q1 2025 |
13,736
shares
|
$5.9 Million
0.68% of portfolio
|
Q1 2025
Added 31.07%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
13,730
shares
|
$5.9 Million
0.28% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
13,718
shares
|
$5.89 Million
0.15% of portfolio
|
Q1 2025
Reduced 16.99%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
13,704
shares
|
$5.89 Million
0.29% of portfolio
|
Q4 2022
Reduced 0.35%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
13,671
shares
|
$5.87 Million
0.97% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
13,653
shares
|
$5.86 Million
0.33% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
13,616
shares
|
$5.85 Million
0.9% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
13,607
shares
|
$5.84 Million
1.01% of portfolio
|
Q1 2025
Added 33.45%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
May 07, 2025 Q1 2025 |
13,536
shares
|
$5.81 Million
2.49% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
United Capital Management Of Ks, Inc.
|
May 13, 2025 Q1 2025 |
13,450
shares
|
$5.78 Million
1.04% of portfolio
|
Q1 2025
Reduced 56.71%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
13,368
shares
|
$5.74 Million
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
13,306
shares
|
$5.72 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Apr 22, 2025 Q1 2025 |
13,276
shares
|
$5.7 Million
3.18% of portfolio
|
Q1 2025
Added 7.07%
|
|
|
Strategic Capital Advisers, Inc.
|
Jul 18, 2022 Q2 2022 |
13,230
shares
|
$5.68 Million
1.95% of portfolio
|
Q2 2022
Added 14.24%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
13,218
shares
|
$5.68 Million
0.36% of portfolio
|
Q2 2025
Added 6.3%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
13,201
shares
|
$5.67 Million
0.46% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
13,123
shares
|
$5.64 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
13,095
shares
|
$5.62 Million
0.32% of portfolio
|
Q3 2022
Added 211.27%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
13,059
shares
|
$5.61 Million
0.31% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
13,052
shares
|
$5.61 Million
0.88% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
13,036
shares
|
$5.6 Million
0.07% of portfolio
|
Q1 2025
Added 12.16%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
12,957
shares
|
$5.57 Million
0.53% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
12,929
shares
|
$5.55 Million
0.36% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
12,902
shares
|
$5.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 71.91%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,901
shares
|
$5.54 Million
0.03% of portfolio
|
Q2 2022
Added 30.25%
|