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 |
|---|---|---|---|---|---|
|
Dover Advisors, LLC
Richmond, VA |
Jul 08, 2025 Q2 2025 |
1,012
shares
|
$456,067
0.17% of portfolio
|
Q2 2025
Added 7.32%
|
|
|
Vigilare Wealth Management
|
Jul 18, 2025 Q2 2025 |
1,011
shares
|
$455,617
0.15% of portfolio
|
Q2 2025
Added 52.95%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
1,011
shares
|
$455,617
0.07% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
1,011
shares
|
$455,617
0.03% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
1,011
shares
|
$455,617
0.03% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
1,009
shares
|
$454,715
0.02% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
1,009
shares
|
$454,715
0.03% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
1,009
shares
|
$454,715
0.19% of portfolio
|
Q2 2025
Added 4.02%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
1,008
shares
|
$454,265
0.21% of portfolio
|
Q2 2025
Added 23.53%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
1,006
shares
|
$453,363
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
1,006
shares
|
$453,363
0.06% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
1,006
shares
|
$453,363
0.27% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Aug 12, 2025 Q2 2025 |
1,005
shares
|
$452,913
0.26% of portfolio
|
Q2 2025
Added 30.69%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
1,004
shares
|
$452,462
0.12% of portfolio
|
Q2 2025
Reduced 23.01%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
1,001
shares
|
$451,110
0.13% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,000
shares
|
$450,660
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Merrion Investment Management Co, LLC
|
Aug 07, 2025 Q2 2025 |
1,000
shares
|
$450,660
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$450,660
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
1,000
shares
|
$450,660
0.25% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Aug 06, 2025 Q2 2025 |
1,000
shares
|
$450,660
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
998
shares
|
$449,758
0.05% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
998
shares
|
$449,758
0.09% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Arcus Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
990
shares
|
$446,153
0.18% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 21, 2025 Q2 2025 |
990
shares
|
$446,153
0.25% of portfolio
|
Q2 2025
Reduced 20.03%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
989
shares
|
$445,702
0.03% of portfolio
|
Q2 2025
Added 9.28%
|