Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,279 institutions that hold shares in the stock, with a total of 333 Million shares, which have been reported (via 13F filing form) to have a value of $134 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
750
shares
|
$301,635
0.05% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
750
shares
|
$301,635
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
750
shares
|
$301,635
0.01% of portfolio
|
Q1 2025
Reduced 72.91%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
750
shares
|
$301,635
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Chico Wealth Ria
|
Apr 22, 2025 Q1 2025 |
749
shares
|
$301,232
0.22% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
749
shares
|
$301,232
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
748
shares
|
$300,830
0.22% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
747
shares
|
$300,428
0.08% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Hourglass Capital, LLC
|
Apr 30, 2025 Q1 2025 |
747
shares
|
$300,428
0.07% of portfolio
|
Q1 2025
Reduced 14.33%
|
|
|
Baxter Bros Inc
|
Apr 09, 2025 Q1 2025 |
746
shares
|
$300,026
0.03% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
744
shares
|
$299,221
0.04% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
743
shares
|
$298,819
0.1% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
May 01, 2025 Q1 2025 |
743
shares
|
$298,819
0.16% of portfolio
|
Q4 2024
Added 28.99%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
741
shares
|
$298,015
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
May 14, 2025 Q1 2025 |
740
shares
|
$297,613
0.07% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Apr 24, 2025 Q1 2025 |
739
shares
|
$297,211
0.14% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
May 05, 2025 Q1 2025 |
738
shares
|
$296,808
0.03% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
738
shares
|
$296,808
0.05% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jun 11, 2025 Q1 2025 |
737
shares
|
$296,406
0.12% of portfolio
|
Q1 2025
Reduced 17.28%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
736
shares
|
$296,004
0.02% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
733
shares
|
$294,797
0.07% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
May 14, 2025 Q1 2025 |
732
shares
|
$294,395
0.16% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
731
shares
|
$293,993
0.1% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
730
shares
|
$293,591
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
729
shares
|
$293,189
0.05% of portfolio
|
Q1 2025
Reduced 2.67%
|