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 |
|---|---|---|---|---|---|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Jul 23, 2025 Q2 2025 |
691
shares
|
$311,406
0.09% of portfolio
|
Q1 2025
Added 15.94%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
690
shares
|
$310,955
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
690
shares
|
$310,955
0.2% of portfolio
|
Q2 2025
Reduced 12.66%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
689
shares
|
$310,504
0.26% of portfolio
|
Q2 2025
Reduced 17.09%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
688
shares
|
$310,054
0.08% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
688
shares
|
$310,054
0.03% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Mayport, LLC
|
Aug 07, 2025 Q2 2025 |
687
shares
|
$309,603
0.06% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Grandfield & Dodd, LLC
|
Aug 08, 2025 Q2 2025 |
687
shares
|
$309,603
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
687
shares
|
$309,603
0.21% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
685
shares
|
$308,702
0.15% of portfolio
|
Q3 2023
Added 14.17%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
683
shares
|
$307,800
0.0% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Aug 07, 2025 Q2 2025 |
683
shares
|
$307,800
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Blue Capital, Inc.
Omaha, NE |
Aug 14, 2025 Q2 2025 |
681
shares
|
$306,899
0.19% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
677
shares
|
$305,096
0.02% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Argentarii, LLC
Cincinnati, OH |
Jul 14, 2025 Q2 2025 |
676
shares
|
$304,646
0.12% of portfolio
|
Q2 2025
Added 4.64%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
675
shares
|
$304,195
0.15% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
674
shares
|
$303,744
0.08% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
673
shares
|
$303,294
0.03% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
673
shares
|
$303,294
0.16% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
671
shares
|
$302,392
0.03% of portfolio
|
Q2 2025
Added 29.29%
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
671
shares
|
$302,392
0.03% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Aug 08, 2025 Q2 2025 |
671
shares
|
$302,392
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Gibson Wealth Advisors LLC
Tyler, TX |
Aug 12, 2025 Q2 2025 |
670
shares
|
$301,942
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
St. Louis Trust CO
|
Jul 25, 2025 Q2 2025 |
668
shares
|
$301,040
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
667
shares
|
$300,590
0.14% of portfolio
|
Q2 2025
New holding
|