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 |
|---|---|---|---|---|---|
|
Qvr LLC
|
Aug 12, 2025 Q2 2025 |
734
shares
|
$330,784
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
733
shares
|
$330,333
0.05% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Coco Enterprises, LLC
Whitefish, MT |
Aug 13, 2025 Q2 2025 |
732
shares
|
$329,883
0.17% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
732
shares
|
$329,883
0.01% of portfolio
|
Q2 2025
Added 11.76%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
730
shares
|
$328,981
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Jul 29, 2025 Q2 2025 |
730
shares
|
$328,981
0.2% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
728
shares
|
$328,080
0.07% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 18, 2025 Q2 2025 |
726
shares
|
$327,179
0.09% of portfolio
|
Q2 2025
Reduced 9.81%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
726
shares
|
$327,179
0.11% of portfolio
|
Q2 2025
Added 10.67%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
726
shares
|
$327,179
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jul 25, 2025 Q2 2025 |
724
shares
|
$326,277
0.08% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
721
shares
|
$324,925
0.11% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Jul 31, 2025 Q2 2025 |
721
shares
|
$324,925
0.26% of portfolio
|
Q2 2025
Added 426.28%
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
720
shares
|
$324,475
0.04% of portfolio
|
Q1 2025
Added 928.57%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
719
shares
|
$324,024
0.73% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Aug 06, 2025 Q2 2025 |
719
shares
|
$324,024
0.21% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
719
shares
|
$324,024
0.07% of portfolio
|
Q2 2025
Added 88.71%
|
|
|
Patton Fund Management, Inc.
|
Jul 16, 2025 Q2 2025 |
718
shares
|
$323,573
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
717
shares
|
$323,123
0.04% of portfolio
|
Q4 2024
Reduced 27.21%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
716
shares
|
$322,672
0.11% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
714
shares
|
$321,771
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
714
shares
|
$321,771
0.13% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
712
shares
|
$320,869
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
711
shares
|
$320,419
0.14% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
711
shares
|
$320,419
0.04% of portfolio
|
Q2 2025
Reduced 17.23%
|