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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
10,830
shares
|
$4.65 Million
0.35% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
10,822
shares
|
$4.65 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
10,806
shares
|
$4.64 Million
0.66% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
10,774
shares
|
$4.63 Million
2.36% of portfolio
|
Q2 2025
Added 58.12%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
10,729
shares
|
$4.61 Million
1.16% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
10,716
shares
|
$4.6 Million
0.26% of portfolio
|
Q1 2025
Added 5.76%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
10,714
shares
|
$4.6 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Stokes Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,684
shares
|
$4.59 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
May 06, 2025 Q1 2025 |
10,625
shares
|
$4.56 Million
0.6% of portfolio
|
Q1 2025
Added 13.27%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
10,612
shares
|
$4.56 Million
0.09% of portfolio
|
Q1 2025
Added 32.34%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
May 05, 2025 Q1 2025 |
10,605
shares
|
$4.56 Million
0.94% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
10,599
shares
|
$4.55 Million
0.44% of portfolio
|
Q1 2025
Added 7.76%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
10,584
shares
|
$4.55 Million
0.07% of portfolio
|
Q1 2025
Reduced 36.65%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
10,582
shares
|
$4.55 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Rokos Capital Management LLP
London, X0 |
May 15, 2025 Q1 2025 |
10,558
shares
|
$4.53 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
10,552
shares
|
$4.53 Million
0.08% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
10,521
shares
|
$4.52 Million
0.18% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
10,520
shares
|
$4.52 Million
0.01% of portfolio
|
Q1 2025
Added 525900.0%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
10,485
shares
|
$4.5 Million
0.19% of portfolio
|
Q1 2025
Added 14.49%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
10,415
shares
|
$4.47 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
10,406
shares
|
$4.47 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
10,389
shares
|
$4.46 Million
0.13% of portfolio
|
Q2 2022
Added 16.36%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
10,353
shares
|
$4.45 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
10,348
shares
|
$4.44 Million
0.12% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
10,342
shares
|
$4.44 Million
0.84% of portfolio
|
Q1 2025
Reduced 4.17%
|