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 |
|---|---|---|---|---|---|
|
Le Conte Wealth Management, LLC
Maryville, TN |
Jul 15, 2025 Q2 2025 |
580
shares
|
$261,382
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
579
shares
|
$260,932
0.07% of portfolio
|
Q1 2025
Reduced 8.68%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
579
shares
|
$260,932
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Oak Associates LTD
Akron, OH |
Aug 12, 2025 Q2 2025 |
579
shares
|
$260,932
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
578
shares
|
$260,481
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
578
shares
|
$260,481
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
577
shares
|
$260,030
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
576
shares
|
$259,580
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Aug 12, 2025 Q2 2025 |
575
shares
|
$259,129
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Investment CO
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
575
shares
|
$259,129
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Aug 13, 2025 Q2 2025 |
574
shares
|
$258,678
0.05% of portfolio
|
Q2 2025
Reduced 90.55%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
573
shares
|
$258,228
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
570
shares
|
$256,876
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
570
shares
|
$256,876
0.15% of portfolio
|
Q3 2024
Reduced 61.15%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
568
shares
|
$255,974
0.08% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Renaissance Investment Group LLC
|
Jul 09, 2025 Q2 2025 |
563
shares
|
$253,721
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Waverton Investment Management LTD
|
Aug 06, 2025 Q2 2025 |
562
shares
|
$253,270
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
562
shares
|
$253,270
0.1% of portfolio
|
Q2 2025
Reduced 14.2%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 24, 2025 Q2 2025 |
561
shares
|
$252,820
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Jul 24, 2025 Q2 2025 |
561
shares
|
$252,820
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
560
shares
|
$252,369
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
560
shares
|
$252,369
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
559
shares
|
$251,918
0.04% of portfolio
|
Q2 2025
Added 33.1%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
559
shares
|
$251,918
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
557
shares
|
$251,017
0.17% of portfolio
|
Q2 2023
New holding
|