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 |
|---|---|---|---|---|---|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
877
shares
|
$395,228
0.13% of portfolio
|
Q2 2025
Added 19.0%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
876
shares
|
$394,778
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
876
shares
|
$394,778
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
874
shares
|
$393,876
0.04% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Bxm Wealth LLC
Englewood, CO |
Jul 29, 2025 Q2 2025 |
874
shares
|
$393,876
0.4% of portfolio
|
Q2 2025
Added 5.17%
|
|
|
Wedge Capital Management L L P
|
Jul 11, 2025 Q2 2025 |
873
shares
|
$393,426
0.01% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
873
shares
|
$393,426
0.28% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
873
shares
|
$393,426
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
870
shares
|
$392,074
0.02% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
870
shares
|
$392,074
0.06% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
869
shares
|
$391,623
0.03% of portfolio
|
Q2 2023
Added 28.93%
|
|
|
Cullen Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
869
shares
|
$391,623
0.0% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
867
shares
|
$390,722
0.02% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Holland Advisory Services, Inc.
|
Jul 16, 2025 Q2 2025 |
864
shares
|
$389,370
0.49% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
863
shares
|
$388,919
0.08% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
861
shares
|
$388,018
0.15% of portfolio
|
Q2 2025
Added 11.53%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
858
shares
|
$386,666
0.17% of portfolio
|
Q2 2025
Added 32.2%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
856
shares
|
$385,764
0.04% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Griffith & Werner, Inc.
Canton, GA |
Apr 14, 2025 Q1 2025 |
854
shares
|
$384,863
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
853
shares
|
$384,412
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
853
shares
|
$384,412
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
852
shares
|
$383,962
0.1% of portfolio
|
Q2 2025
Reduced 35.26%
|
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
852
shares
|
$383,962
0.09% of portfolio
|
Q2 2025
Reduced 17.12%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
852
shares
|
$383,962
0.06% of portfolio
|
Q4 2024
Added 29.09%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
852
shares
|
$383,962
0.16% of portfolio
|
Q2 2025
Added 1.19%
|