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 |
|---|---|---|---|---|---|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
11,547
shares
|
$4.96 Million
1.2% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Nikko Asset Management Americas, Inc.
|
May 07, 2025 Q1 2025 |
11,540
shares
|
$4.96 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
11,528
shares
|
$4.95 Million
0.28% of portfolio
|
Q3 2022
Reduced 12.55%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11,420
shares
|
$4.91 Million
0.24% of portfolio
|
Q2 2025
Reduced 50.15%
|
|
|
Seizert Capital Partners, LLC
|
May 08, 2025 Q1 2025 |
11,401
shares
|
$4.9 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
11,373
shares
|
$4.88 Million
0.31% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
11,358
shares
|
$4.88 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
11,354
shares
|
$4.88 Million
0.18% of portfolio
|
Q2 2025
Reduced 18.92%
|
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
11,353
shares
|
$4.88 Million
1.64% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
11,340
shares
|
$4.87 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
11,297
shares
|
$4.85 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,280
shares
|
$4.84 Million
1.39% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Mwa Asset Management
Lexington, MA |
May 09, 2025 Q1 2025 |
11,265
shares
|
$4.84 Million
2.58% of portfolio
|
Q1 2025
Added 2.01%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
11,260
shares
|
$4.84 Million
1.17% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
May 07, 2025 Q1 2025 |
11,178
shares
|
$4.8 Million
2.82% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
11,150
shares
|
$4.79 Million
0.3% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
11,090
shares
|
$4.76 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
11,077
shares
|
$4.76 Million
0.49% of portfolio
|
Q2 2024
Added 1047.88%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
11,073
shares
|
$4.76 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
11,061
shares
|
$4.75 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
11,014
shares
|
$4.73 Million
0.15% of portfolio
|
Q2 2025
Added 34.4%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
11,009
shares
|
$4.73 Million
1.8% of portfolio
|
Q3 2023
Added 0.99%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
10,943
shares
|
$4.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
10,919
shares
|
$4.69 Million
0.3% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
10,871
shares
|
$4.67 Million
0.5% of portfolio
|
Q3 2024
New holding
|