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 |
|---|---|---|---|---|---|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
957
shares
|
$431,281
0.09% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
State Of Wyoming
Cheyenne, WY |
Aug 19, 2025 Q2 2025 |
956
shares
|
$430,830
0.05% of portfolio
|
Q2 2025
Reduced 48.18%
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
955
shares
|
$430,380
0.15% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
955
shares
|
$430,380
0.25% of portfolio
|
Q2 2025
Added 8.15%
|
|
|
Citizens & Northern Corp
|
Jul 30, 2025 Q2 2025 |
951
shares
|
$428,577
0.1% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
951
shares
|
$428,577
0.25% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
|
Mount Vernon Associates Inc
|
Jul 22, 2025 Q2 2025 |
950
shares
|
$428,127
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
950
shares
|
$428,127
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
949
shares
|
$427,676
0.1% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
947
shares
|
$426,775
0.11% of portfolio
|
Q2 2025
Reduced 17.72%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
946
shares
|
$426,324
0.18% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
360 Financial, Inc.
|
Aug 05, 2025 Q2 2025 |
945
shares
|
$425,873
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jul 29, 2025 Q2 2025 |
944
shares
|
$425,423
0.32% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
943
shares
|
$424,972
0.02% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
942
shares
|
$424,521
0.02% of portfolio
|
Q2 2025
Reduced 67.57%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
941
shares
|
$424,071
0.04% of portfolio
|
Q4 2024
Reduced 21.12%
|
|
|
Eagle Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
939
shares
|
$423,169
0.16% of portfolio
|
Q1 2025
Added 46.95%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
939
shares
|
$423,169
0.05% of portfolio
|
Q2 2022
Added 13.27%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
938
shares
|
$422,719
0.02% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Master'S Wealth Management Inc.
Lancaster, PA |
Jul 29, 2025 Q2 2025 |
938
shares
|
$422,719
0.17% of portfolio
|
Q2 2025
Reduced 11.09%
|
|
|
Advantage Trust CO
Salina, KS |
Jul 30, 2025 Q2 2025 |
937
shares
|
$422,268
0.18% of portfolio
|
Q2 2025
Added 65.26%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
936
shares
|
$421,817
0.03% of portfolio
|
Q2 2025
Added 17.44%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
935
shares
|
$421,367
0.13% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jul 15, 2025 Q2 2025 |
935
shares
|
$421,367
0.06% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Wedgewood Investors Inc
|
Jul 30, 2025 Q2 2025 |
933
shares
|
$420,465
0.42% of portfolio
|
Q4 2023
Reduced 9.68%
|