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 |
|---|---|---|---|---|---|
|
Planned Solutions, Inc.
|
Jul 29, 2025 Q2 2025 |
644
shares
|
$290,225
0.11% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Jul 31, 2025 Q2 2025 |
644
shares
|
$290,225
0.09% of portfolio
|
Q2 2025
Added 3.7%
|
|
|
Optimize Financial Inc
Laguna Hills, CA |
Aug 13, 2025 Q2 2025 |
644
shares
|
$290,225
0.15% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Aug 14, 2025 Q2 2025 |
642
shares
|
$289,323
0.23% of portfolio
|
Q2 2025
Added 1.74%
|
|
|
Kdt Advisors, LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
640
shares
|
$288,422
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
639
shares
|
$287,971
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Clark & Stuart, Inc
Portland, ME |
Jul 22, 2025 Q2 2025 |
639
shares
|
$287,971
0.19% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
637
shares
|
$287,070
0.06% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Aug 22, 2025 Q2 2025 |
637
shares
|
$287,070
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
636
shares
|
$286,619
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Holdings, Inc.
|
Jul 10, 2025 Q2 2025 |
635
shares
|
$286,169
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
635
shares
|
$286,169
0.1% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
631
shares
|
$284,366
0.05% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
629
shares
|
$283,465
0.02% of portfolio
|
Q2 2025
Reduced 41.38%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
629
shares
|
$283,465
0.11% of portfolio
|
Q2 2025
Reduced 19.26%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
628
shares
|
$283,014
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
Jul 25, 2025 Q2 2025 |
628
shares
|
$283,014
0.21% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Aug 14, 2025 Q2 2025 |
627
shares
|
$282,563
0.17% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
626
shares
|
$282,113
0.19% of portfolio
|
Q2 2025
Reduced 24.21%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
626
shares
|
$282,113
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
625
shares
|
$281,662
0.03% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
625
shares
|
$281,662
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Aug 05, 2025 Q2 2025 |
621
shares
|
$279,859
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Gk Wealth Management LLC
Reno, NV |
Jul 07, 2025 Q2 2025 |
621
shares
|
$279,859
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
620
shares
|
$279,409
0.03% of portfolio
|
Q1 2024
New holding
|