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 |
|---|---|---|---|---|---|
|
Barlow Wealth Partners, Inc.
Louisville, KY |
Jul 29, 2025 Q2 2025 |
836
shares
|
$376,751
0.04% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
835
shares
|
$376,301
0.04% of portfolio
|
Q2 2025
Reduced 34.97%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
835
shares
|
$376,301
0.03% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Grant Private Wealth Management Inc
Pleasanton, CA |
Jul 11, 2025 Q2 2025 |
834
shares
|
$375,850
0.18% of portfolio
|
Q2 2025
Reduced 31.86%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
834
shares
|
$375,850
0.05% of portfolio
|
Q2 2025
Added 1535.29%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
831
shares
|
$374,498
0.1% of portfolio
|
Q2 2025
Reduced 12.62%
|
|
|
Jacobsen Capital Management
|
Jul 30, 2025 Q2 2025 |
831
shares
|
$374,498
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 15, 2025 Q2 2025 |
831
shares
|
$374,498
0.29% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
827
shares
|
$372,695
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
West Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
826
shares
|
$372,245
0.09% of portfolio
|
Q2 2025
Added 25.91%
|
|
|
Encompass Wealth Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
825
shares
|
$371,794
0.12% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
825
shares
|
$371,794
0.17% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Alpine Woods Capital Investors, LLC
|
Jul 28, 2025 Q2 2025 |
821
shares
|
$369,991
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
821
shares
|
$369,991
0.09% of portfolio
|
Q1 2023
Reduced 40.03%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
820
shares
|
$369,541
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
817
shares
|
$368,189
0.05% of portfolio
|
Q2 2025
Added 26.47%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 06, 2025 Q2 2025 |
815
shares
|
$367,287
0.06% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Bright Financial Advisors, Inc.
Portage, MI |
Jul 16, 2025 Q2 2025 |
815
shares
|
$367,287
0.18% of portfolio
|
Q3 2024
Added 17.77%
|
|
|
Chase Investment Counsel Corp
|
Aug 05, 2025 Q2 2025 |
814
shares
|
$366,837
0.1% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
813
shares
|
$366,386
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jul 25, 2025 Q2 2025 |
813
shares
|
$366,386
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Freedom Financial Partners LLC
Oakdale, MN |
Aug 14, 2025 Q2 2025 |
813
shares
|
$366,386
0.13% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
812
shares
|
$365,935
0.01% of portfolio
|
Q2 2025
Reduced 44.38%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
812
shares
|
$365,935
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
May Hill Capital, LLC
Cohasset, MA |
Aug 01, 2025 Q2 2025 |
809
shares
|
$364,583
0.1% of portfolio
|
Q2 2025
Added 19.32%
|