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 |
|---|---|---|---|---|---|
|
Jupiter Wealth Management LLC
Glendale, CO |
Aug 14, 2025 Q2 2025 |
808
shares
|
$364,133
0.17% of portfolio
|
Q1 2025
Reduced 35.77%
|
|
|
Mizuho Markets Americas LLC
|
Aug 01, 2025 Q2 2025 |
807
shares
|
$363,682
0.01% of portfolio
|
Q2 2025
Reduced 74.8%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
805
shares
|
$362,781
0.03% of portfolio
|
Q4 2024
Reduced 19.9%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
803
shares
|
$361,879
0.11% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Jul 23, 2025 Q2 2025 |
802
shares
|
$361,429
0.25% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
800
shares
|
$360,528
0.09% of portfolio
|
Q4 2023
Reduced 78.95%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
800
shares
|
$360,528
0.09% of portfolio
|
Q1 2025
Reduced 55.11%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
800
shares
|
$360,528
0.29% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
798
shares
|
$359,626
0.05% of portfolio
|
Q2 2025
Added 22.77%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
798
shares
|
$359,626
0.1% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
797
shares
|
$359,176
0.23% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
795
shares
|
$358,274
0.11% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
795
shares
|
$358,274
0.21% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
One Ascent Investment Solutions LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
793
shares
|
$357,373
0.33% of portfolio
|
Q2 2025
Reduced 26.44%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
792
shares
|
$356,922
0.0% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Ellenbecker Investment Group
|
Jul 22, 2025 Q2 2025 |
791
shares
|
$356,472
0.05% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
791
shares
|
$356,472
0.02% of portfolio
|
Q3 2023
Reduced 0.5%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
791
shares
|
$356,472
0.24% of portfolio
|
Q1 2025
Added 19.22%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
791
shares
|
$356,472
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Lean Asset Management Corp
|
Jul 03, 2025 Q2 2025 |
787
shares
|
$354,669
0.08% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
784
shares
|
$353,317
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pettee Investors, Inc.
|
Aug 01, 2025 Q2 2025 |
783
shares
|
$352,866
0.19% of portfolio
|
Q1 2025
Reduced 13.77%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
783
shares
|
$352,866
0.13% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
782
shares
|
$352,416
0.06% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
781
shares
|
$351,965
0.02% of portfolio
|
Q2 2025
Reduced 5.45%
|