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 |
|---|---|---|---|---|---|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
618
shares
|
$278,507
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Bourne Lent Asset Management Inc
|
Jul 08, 2025 Q2 2025 |
618
shares
|
$278,507
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
617
shares
|
$278,057
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
617
shares
|
$278,057
0.02% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
617
shares
|
$278,057
0.26% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Ifrah Financial Services, Inc.
|
Jul 29, 2025 Q2 2025 |
616
shares
|
$277,606
0.07% of portfolio
|
Q2 2025
Reduced 9.41%
|
|
|
Delta Financial Advisors LLC
|
Aug 07, 2025 Q2 2025 |
613
shares
|
$276,254
0.08% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
612
shares
|
$275,803
0.06% of portfolio
|
Q2 2025
Added 7.18%
|
|
|
Capital Counsel LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
611
shares
|
$275,353
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
611
shares
|
$275,353
0.09% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Alpha Omega Wealth Management LLC
|
Jul 14, 2025 Q2 2025 |
610
shares
|
$274,902
0.04% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
607
shares
|
$273,550
0.01% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jul 15, 2025 Q2 2025 |
606
shares
|
$273,099
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
605
shares
|
$272,649
0.06% of portfolio
|
Q3 2024
Reduced 35.29%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
605
shares
|
$272,649
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
604
shares
|
$272,198
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jmac Enterprises LLC
|
Jul 21, 2025 Q2 2025 |
604
shares
|
$272,198
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
604
shares
|
$272,198
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
603
shares
|
$271,747
0.03% of portfolio
|
Q2 2025
Reduced 5.49%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
602
shares
|
$271,297
0.17% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
602
shares
|
$271,297
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jul 28, 2025 Q2 2025 |
600
shares
|
$270,396
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beddow Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
600
shares
|
$270,396
0.09% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
600
shares
|
$270,396
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Stone Run Capital, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
600
shares
|
$270,396
0.09% of portfolio
|
Q2 2025
New holding
|