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 |
|---|---|---|---|---|---|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
851
shares
|
$383,511
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Omnia Family Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
850
shares
|
$383,061
0.12% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
850
shares
|
$383,061
0.16% of portfolio
|
Q2 2024
Added 49.12%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
850
shares
|
$383,061
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
849
shares
|
$382,610
0.06% of portfolio
|
Q2 2025
Added 11.71%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
849
shares
|
$382,610
0.2% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
849
shares
|
$382,610
0.2% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
848
shares
|
$382,159
0.02% of portfolio
|
Q2 2025
Reduced 93.32%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
848
shares
|
$382,159
0.1% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
846
shares
|
$381,258
0.05% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
846
shares
|
$381,258
0.03% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jul 25, 2025 Q2 2025 |
845
shares
|
$380,807
0.26% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
844
shares
|
$380,357
0.16% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
844
shares
|
$380,357
0.06% of portfolio
|
Q1 2025
Added 30.85%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
844
shares
|
$380,357
0.26% of portfolio
|
Q1 2025
Reduced 21.42%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
842
shares
|
$379,455
0.17% of portfolio
|
Q2 2023
Added 22.03%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
842
shares
|
$379,455
0.04% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Crown Wealth Group, LLC
|
Jul 16, 2025 Q2 2025 |
841
shares
|
$379,005
0.13% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
841
shares
|
$379,005
0.11% of portfolio
|
Q2 2025
Added 15.05%
|
|
|
South Street Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
840
shares
|
$378,554
0.05% of portfolio
|
Q4 2024
Reduced 41.67%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 04, 2025 Q2 2025 |
840
shares
|
$378,554
0.45% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
839
shares
|
$378,103
0.03% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
839
shares
|
$378,103
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
839
shares
|
$378,103
0.08% of portfolio
|
Q2 2025
Reduced 25.95%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
839
shares
|
$378,103
0.2% of portfolio
|
Q2 2025
Added 3.45%
|