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 |
|---|---|---|---|---|---|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
600
shares
|
$270,396
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jul 22, 2025 Q2 2025 |
600
shares
|
$270,396
0.15% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
600
shares
|
$270,396
0.05% of portfolio
|
Q2 2025
Reduced 27.45%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
599
shares
|
$269,945
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
597
shares
|
$269,044
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cushing Capital Partners, LLC
Delafield, WI |
Jul 28, 2025 Q2 2025 |
596
shares
|
$268,593
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
595
shares
|
$268,142
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
593
shares
|
$267,241
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthcare Capital Partners, LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
592
shares
|
$266,790
0.12% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Bco Wealth Management LLC
Carlsbad, NM |
Jul 18, 2025 Q2 2025 |
592
shares
|
$266,790
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
591
shares
|
$266,340
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
588
shares
|
$264,988
0.1% of portfolio
|
Q2 2025
Reduced 11.18%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
587
shares
|
$264,537
0.04% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
586
shares
|
$264,086
0.2% of portfolio
|
Q1 2024
Reduced 14.58%
|
|
|
Cfo4 Life Group, LLC
|
Aug 08, 2025 Q2 2025 |
586
shares
|
$264,086
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
586
shares
|
$264,086
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
585
shares
|
$263,636
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Dkm Wealth Management, Inc.
Stockton, CA |
Jul 15, 2025 Q2 2025 |
585
shares
|
$263,636
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Aspen Capital Management, LLC
Boise, ID |
Jul 31, 2025 Q2 2025 |
584
shares
|
$263,185
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
583
shares
|
$262,734
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Greatmark Investment Partners, Inc.
|
Jul 30, 2025 Q2 2025 |
583
shares
|
$262,734
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
581
shares
|
$261,833
0.03% of portfolio
|
Q2 2025
Reduced 24.94%
|
|
|
Halter Ferguson Financial Inc.
Carmel, IN |
Jul 11, 2025 Q2 2025 |
581
shares
|
$261,833
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
580
shares
|
$261,382
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Aug 25, 2025 Q2 2025 |
580
shares
|
$261,382
0.07% of portfolio
|
Q2 2025
New holding
|