Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,434 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 $152 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,038
shares
|
$467,785
0.18% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
1,037
shares
|
$467,334
0.13% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,036
shares
|
$466,883
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
1,036
shares
|
$466,883
0.01% of portfolio
|
Q2 2025
Added 36.32%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
1,034
shares
|
$465,982
0.16% of portfolio
|
Q2 2025
Reduced 46.97%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 18, 2025 Q2 2025 |
1,034
shares
|
$465,982
0.26% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
1,028
shares
|
$463,278
0.22% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
1,028
shares
|
$463,278
0.37% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
Aug 13, 2025 Q2 2025 |
1,028
shares
|
$463,278
0.37% of portfolio
|
Q2 2025
Reduced 42.89%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
1,027
shares
|
$462,827
0.04% of portfolio
|
Q2 2025
Reduced 7.06%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
1,027
shares
|
$462,827
0.03% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,027
shares
|
$462,827
0.02% of portfolio
|
Q1 2025
Reduced 33.18%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,025
shares
|
$461,926
0.08% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Bender Robert & Associates
|
Jul 24, 2025 Q2 2025 |
1,024
shares
|
$461,475
0.09% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
May 07, 2025 Q1 2025 |
1,023
shares
|
$461,025
0.11% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Aug 06, 2025 Q2 2025 |
1,023
shares
|
$461,025
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
1,020
shares
|
$459,673
0.15% of portfolio
|
Q1 2025
Reduced 22.73%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
1,020
shares
|
$459,673
0.05% of portfolio
|
Q2 2025
Added 38.21%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
1,017
shares
|
$458,321
0.05% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
Jul 18, 2025 Q2 2025 |
1,017
shares
|
$458,321
0.25% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
1,016
shares
|
$457,870
0.08% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,014
shares
|
$456,969
0.01% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
1,013
shares
|
$456,518
0.04% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
1,013
shares
|
$456,518
0.31% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
1,012
shares
|
$456,067
0.06% of portfolio
|
Q2 2025
Added 2.74%
|