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 |
|---|---|---|---|---|---|
|
Drum Hill Capital, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
755
shares
|
$340,248
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
754
shares
|
$339,797
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
753
shares
|
$339,346
0.05% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
753
shares
|
$339,346
0.11% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Aug 12, 2025 Q2 2025 |
752
shares
|
$338,896
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
752
shares
|
$338,896
0.17% of portfolio
|
Q1 2024
Added 79.9%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Aug 13, 2025 Q2 2025 |
752
shares
|
$338,896
0.2% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
752
shares
|
$338,896
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Elk River Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
750
shares
|
$337,995
0.05% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
750
shares
|
$337,995
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
750
shares
|
$337,995
0.05% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
750
shares
|
$337,995
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
749
shares
|
$337,544
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
747
shares
|
$336,643
0.08% of portfolio
|
Q4 2023
Reduced 0.27%
|
|
|
Hourglass Capital, LLC
|
Jul 29, 2025 Q2 2025 |
747
shares
|
$336,643
0.07% of portfolio
|
Q1 2025
Reduced 14.33%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
747
shares
|
$336,643
0.27% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
745
shares
|
$335,741
0.03% of portfolio
|
Q2 2025
Added 136.51%
|
|
|
Silver Oak Wealth Management LLC
Edina, MN |
Jul 29, 2025 Q2 2025 |
744
shares
|
$335,291
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
743
shares
|
$334,840
0.1% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Maple Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
743
shares
|
$334,840
0.02% of portfolio
|
Q2 2025
Reduced 15.66%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
741
shares
|
$333,939
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
740
shares
|
$333,488
0.12% of portfolio
|
Q2 2025
Added 20.92%
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
740
shares
|
$333,488
0.07% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
739
shares
|
$333,037
0.07% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
Jul 29, 2025 Q2 2025 |
738
shares
|
$332,587
0.13% of portfolio
|
Q2 2025
Added 0.14%
|