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 |
|---|---|---|---|---|---|
|
Sterling Investment Counsel, LLC
|
Jul 21, 2025 Q2 2025 |
667
shares
|
$300,590
0.15% of portfolio
|
Q2 2025
Reduced 38.3%
|
|
|
Meritas Wealth Management, LLC
Larkspur, CA |
Jul 18, 2025 Q2 2025 |
667
shares
|
$300,590
0.14% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
666
shares
|
$300,139
0.05% of portfolio
|
Q2 2023
Reduced 3.76%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
664
shares
|
$299,238
0.02% of portfolio
|
Q4 2022
Added 0.61%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
664
shares
|
$299,238
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
661
shares
|
$297,886
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Red Mountain Financial, LLC
Fort Collins, CO |
Jul 21, 2025 Q2 2025 |
661
shares
|
$297,886
0.37% of portfolio
|
Q2 2025
Added 38.58%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jul 17, 2025 Q2 2025 |
661
shares
|
$297,886
0.04% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
658
shares
|
$296,534
0.13% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
656
shares
|
$295,632
0.28% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Patron Partners, LLC
|
Jul 16, 2025 Q2 2025 |
656
shares
|
$295,632
0.13% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
656
shares
|
$295,632
0.02% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Aug 12, 2025 Q2 2025 |
655
shares
|
$295,182
0.02% of portfolio
|
Q2 2025
Reduced 4.1%
|
|
|
Omc Financial Services LTD
Dewitt, NY |
Jul 30, 2025 Q2 2025 |
655
shares
|
$295,182
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Sep 09, 2025 Q2 2025 |
653
shares
|
$294,280
0.1% of portfolio
|
Q4 2024
Reduced 18.48%
|
|
|
Human Investing LLC
|
Aug 01, 2025 Q2 2025 |
651
shares
|
$293,379
0.04% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Nia Impact Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
651
shares
|
$293,379
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
651
shares
|
$293,379
0.02% of portfolio
|
Q2 2025
Reduced 5.38%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
651
shares
|
$293,379
0.14% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
650
shares
|
$292,929
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Aspetuck Financial Management LLC
Westport, CT |
Aug 06, 2025 Q2 2025 |
650
shares
|
$292,929
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Aug 01, 2025 Q2 2025 |
647
shares
|
$291,577
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
647
shares
|
$291,577
0.05% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
Aug 14, 2025 Q2 2025 |
647
shares
|
$291,577
0.25% of portfolio
|
Q1 2025
Added 2.86%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
646
shares
|
$291,126
0.16% of portfolio
|
Q1 2025
Reduced 1.67%
|