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 |
|---|---|---|---|---|---|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
907
shares
|
$408,748
0.01% of portfolio
|
Q2 2025
Added 72.11%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
Jul 23, 2025 Q2 2025 |
907
shares
|
$408,748
0.34% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
905
shares
|
$407,847
0.13% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Winslow Asset Management Inc
|
Aug 13, 2025 Q2 2025 |
905
shares
|
$407,847
0.07% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
905
shares
|
$407,847
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
904
shares
|
$407,396
0.05% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
903
shares
|
$406,945
0.16% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
900
shares
|
$405,594
0.0% of portfolio
|
Q2 2025
Added 34.33%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
900
shares
|
$405,594
0.04% of portfolio
|
Q1 2025
Reduced 14.2%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
900
shares
|
$405,594
0.13% of portfolio
|
Q2 2024
Reduced 1.53%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
898
shares
|
$404,692
0.07% of portfolio
|
Q2 2024
Reduced 0.43%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
896
shares
|
$403,791
0.2% of portfolio
|
Q4 2024
Added 50.08%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
893
shares
|
$402,439
0.09% of portfolio
|
Q2 2025
Reduced 20.13%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
892
shares
|
$401,988
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
891
shares
|
$401,538
0.08% of portfolio
|
Q4 2024
Added 43.25%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
890
shares
|
$401,087
0.08% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
890
shares
|
$401,087
0.13% of portfolio
|
Q1 2025
Reduced 39.91%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
889
shares
|
$400,636
0.05% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
887
shares
|
$399,735
0.05% of portfolio
|
Q2 2025
Added 10.74%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
886
shares
|
$399,284
0.04% of portfolio
|
Q2 2025
Added 12.72%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
886
shares
|
$399,284
0.06% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
882
shares
|
$397,482
0.02% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
880
shares
|
$396,580
0.08% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Requisite Capital Management, LLC
|
Jul 18, 2025 Q2 2025 |
880
shares
|
$396,580
0.12% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
878
shares
|
$395,679
0.08% of portfolio
|
Q2 2025
Reduced 0.23%
|