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 |
|---|---|---|---|---|---|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
988
shares
|
$445,252
0.05% of portfolio
|
Q2 2025
Reduced 18.75%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
988
shares
|
$445,252
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Prentice Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
987
shares
|
$444,801
0.1% of portfolio
|
Q2 2025
Reduced 23.55%
|
|
|
Home Federal Bank Of Tennessee
|
Jul 15, 2025 Q2 2025 |
984
shares
|
$443,449
0.11% of portfolio
|
Q2 2025
Reduced 54.95%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
984
shares
|
$443,449
0.07% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
984
shares
|
$443,449
0.03% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Jul 23, 2025 Q2 2025 |
984
shares
|
$443,449
0.05% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
982
shares
|
$442,548
0.07% of portfolio
|
Q4 2024
Reduced 3.06%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
980
shares
|
$441,646
0.0% of portfolio
|
Q2 2025
Added 19.8%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Aug 07, 2025 Q2 2025 |
980
shares
|
$441,646
0.33% of portfolio
|
Q2 2025
Added 6.52%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Aug 14, 2025 Q2 2025 |
979
shares
|
$441,196
0.1% of portfolio
|
Q3 2024
Added 104.38%
|
|
|
Chiron Capital Management, LLC
|
Aug 11, 2025 Q2 2025 |
977
shares
|
$440,294
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
977
shares
|
$440,294
0.03% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
977
shares
|
$440,294
0.13% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
976
shares
|
$439,844
0.04% of portfolio
|
Q2 2025
Added 56.16%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
973
shares
|
$438,492
0.03% of portfolio
|
Q2 2025
Reduced 8.81%
|
|
|
Mjp Associates Inc
|
Aug 08, 2025 Q2 2025 |
971
shares
|
$437,590
0.06% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
971
shares
|
$437,590
0.2% of portfolio
|
Q1 2025
Reduced 4.52%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
970
shares
|
$437,140
0.05% of portfolio
|
Q2 2025
Added 18.29%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Aug 06, 2025 Q2 2025 |
970
shares
|
$437,140
0.33% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
970
shares
|
$437,140
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Uniting Wealth Partners, LLC
Mission, KS |
Aug 04, 2025 Q2 2025 |
969
shares
|
$436,689
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
967
shares
|
$435,788
0.02% of portfolio
|
Q2 2025
Added 2.33%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jul 22, 2025 Q2 2025 |
962
shares
|
$433,534
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
960
shares
|
$432,633
0.02% of portfolio
|
Q4 2024
Reduced 0.93%
|