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 |
|---|---|---|---|---|---|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
930
shares
|
$419,113
0.25% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
930
shares
|
$419,113
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
929
shares
|
$418,663
0.08% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
928
shares
|
$418,212
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
928
shares
|
$418,212
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Chico Wealth Ria
|
Jul 14, 2025 Q2 2025 |
926
shares
|
$417,311
0.29% of portfolio
|
Q2 2025
Added 23.63%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
924
shares
|
$416,409
0.08% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
923
shares
|
$415,959
0.02% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
923
shares
|
$415,959
0.12% of portfolio
|
Q2 2025
Reduced 13.09%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
922
shares
|
$415,508
0.01% of portfolio
|
Q1 2025
Reduced 18.19%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
921
shares
|
$415,057
0.11% of portfolio
|
Q2 2025
Reduced 18.57%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Aug 05, 2025 Q2 2025 |
918
shares
|
$413,705
0.19% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Carmel Capital Partners, LLC
|
Jul 29, 2025 Q2 2025 |
917
shares
|
$413,255
0.13% of portfolio
|
Q2 2025
Reduced 11.66%
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
915
shares
|
$412,353
0.04% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
914
shares
|
$411,903
0.04% of portfolio
|
Q3 2023
Added 15.11%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
912
shares
|
$411,001
0.16% of portfolio
|
Q2 2025
Reduced 3.49%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
912
shares
|
$411,001
0.03% of portfolio
|
Q2 2025
Reduced 23.81%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
912
shares
|
$411,001
0.22% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Aug 14, 2025 Q2 2025 |
911
shares
|
$410,551
0.26% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
910
shares
|
$410,100
0.03% of portfolio
|
Q1 2025
Reduced 58.82%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
909
shares
|
$409,649
0.03% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
909
shares
|
$409,649
0.05% of portfolio
|
Q2 2025
Added 28.21%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
909
shares
|
$409,649
0.03% of portfolio
|
Q2 2025
Reduced 89.74%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
908
shares
|
$409,199
0.07% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
908
shares
|
$409,199
0.11% of portfolio
|
Q2 2025
Reduced 64.12%
|