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 |
|---|---|---|---|---|---|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
779
shares
|
$351,064
0.01% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
778
shares
|
$350,613
0.09% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
778
shares
|
$350,613
0.07% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Helium Advisors LLC
Everett, WA |
Aug 14, 2025 Q2 2025 |
776
shares
|
$349,712
0.19% of portfolio
|
Q1 2025
Added 34.96%
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
775
shares
|
$349,261
0.14% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
773
shares
|
$348,360
0.13% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Mba Advisors LLC
Hermitage, PA |
Jul 17, 2025 Q2 2025 |
772
shares
|
$347,909
0.14% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Swan Global Investments, LLC
Durango, CO |
Jul 29, 2025 Q2 2025 |
770
shares
|
$347,008
0.01% of portfolio
|
Q2 2025
Added 23.99%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
770
shares
|
$347,008
0.05% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Mps Loria Financial Planners, LLC
|
Jul 29, 2025 Q2 2025 |
768
shares
|
$346,106
0.09% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Atala Financial Inc
Calabasas, CA |
Aug 07, 2025 Q2 2025 |
765
shares
|
$344,754
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jul 16, 2025 Q2 2025 |
763
shares
|
$343,853
0.01% of portfolio
|
Q1 2025
Reduced 56.33%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Aug 12, 2025 Q2 2025 |
763
shares
|
$343,853
0.17% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
762
shares
|
$343,402
0.01% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
761
shares
|
$342,952
0.04% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
760
shares
|
$342,501
0.07% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Mbb Public Markets I LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
760
shares
|
$342,501
0.03% of portfolio
|
Q2 2025
Reduced 18.89%
|
|
|
Foronjy Financial LLC
Los Osos, CA |
Aug 14, 2025 Q2 2025 |
760
shares
|
$342,501
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
759
shares
|
$342,050
0.12% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Aug 04, 2025 Q2 2025 |
758
shares
|
$341,600
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
757
shares
|
$341,149
0.06% of portfolio
|
Q2 2025
Reduced 29.25%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
756
shares
|
$340,698
0.04% of portfolio
|
Q4 2023
Reduced 9.24%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
756
shares
|
$340,698
0.03% of portfolio
|
Q2 2024
Added 36.46%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
756
shares
|
$340,698
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sageworth Trust CO
|
Jul 21, 2025 Q2 2025 |
755
shares
|
$340,248
0.02% of portfolio
|
Q2 2025
Added 2.58%
|