Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,306 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 $140 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,020
shares
|
$425,533
0.05% of portfolio
|
Q1 2025
Added 58.14%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,020
shares
|
$425,533
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
1,020
shares
|
$425,533
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
1,017
shares
|
$424,282
0.02% of portfolio
|
Q1 2025
Added 14.92%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
May 12, 2025 Q1 2025 |
1,017
shares
|
$424,282
0.07% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
1,017
shares
|
$424,282
0.25% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
May 16, 2025 Q1 2025 |
1,015
shares
|
$423,447
0.15% of portfolio
|
Q1 2025
Added 6.06%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,014
shares
|
$423,030
0.01% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
1,013
shares
|
$422,613
0.04% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
1,013
shares
|
$422,613
0.31% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
1,012
shares
|
$422,196
0.17% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
1,011
shares
|
$421,779
0.15% of portfolio
|
Q2 2025
Added 52.95%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
1,011
shares
|
$421,779
0.07% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
1,011
shares
|
$421,779
0.03% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
1,011
shares
|
$421,779
0.03% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
1,009
shares
|
$420,944
0.0% of portfolio
|
Q1 2025
Added 26.6%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
1,006
shares
|
$419,693
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
1,006
shares
|
$419,693
0.27% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
1,005
shares
|
$419,275
0.25% of portfolio
|
Q2 2024
Added 7.49%
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
1,003
shares
|
$418,441
0.04% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Baker Boyer National Bank
|
Apr 28, 2025 Q1 2025 |
1,001
shares
|
$417,607
0.12% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
1,001
shares
|
$417,607
0.13% of portfolio
|
Q1 2025
Reduced 84.6%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,000
shares
|
$417,190
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
1,000
shares
|
$417,190
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
1,000
shares
|
$417,190
0.25% of portfolio
|
Q1 2025
Reduced 0.3%
|