Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,279 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
873
shares
|
$351,103
0.01% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
May 14, 2025 Q1 2025 |
873
shares
|
$351,103
0.0% of portfolio
|
Q1 2025
Added 361.9%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
873
shares
|
$351,103
0.28% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
872
shares
|
$350,700
0.14% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
869
shares
|
$349,494
0.03% of portfolio
|
Q2 2023
Added 28.93%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
869
shares
|
$349,494
0.0% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
869
shares
|
$349,494
0.15% of portfolio
|
Q1 2025
Reduced 14.05%
|
|
|
Crown Wealth Group, LLC
|
Apr 25, 2025 Q1 2025 |
867
shares
|
$348,690
0.15% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
866
shares
|
$348,287
0.06% of portfolio
|
Q1 2025
Added 25.87%
|
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
May 19, 2025 Q1 2025 |
864
shares
|
$347,483
0.22% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Holland Advisory Services, Inc.
|
Apr 11, 2025 Q1 2025 |
863
shares
|
$347,081
0.43% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
863
shares
|
$347,081
0.08% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
859
shares
|
$345,472
0.04% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
858
shares
|
$345,070
0.02% of portfolio
|
Q1 2025
Added 1.42%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
858
shares
|
$345,070
0.17% of portfolio
|
Q2 2025
Added 32.2%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
854
shares
|
$343,461
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
853
shares
|
$343,059
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
853
shares
|
$343,059
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
852
shares
|
$342,657
0.06% of portfolio
|
Q4 2024
Added 29.09%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
852
shares
|
$342,657
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
850
shares
|
$341,853
0.15% of portfolio
|
Q2 2024
Added 49.12%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Apr 11, 2025 Q1 2025 |
850
shares
|
$341,853
0.23% of portfolio
|
Q2 2024
Added 2.94%
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
849
shares
|
$341,450
0.06% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
849
shares
|
$341,450
0.2% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Wmg Financial Advisors, LLC
|
May 06, 2025 Q1 2025 |
849
shares
|
$341,450
0.13% of portfolio
|
Q1 2025
Added 0.59%
|