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 |
|---|---|---|---|---|---|
|
Axis Wealth Partners, LLC
East Providence, RI |
Jul 15, 2025 Q2 2025 |
534
shares
|
$240,652
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Carson Advisory Inc.
|
Aug 05, 2025 Q2 2025 |
533
shares
|
$240,201
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
533
shares
|
$240,201
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 08, 2025 Q2 2025 |
529
shares
|
$238,399
0.1% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
528
shares
|
$237,948
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
526
shares
|
$237,047
0.0% of portfolio
|
Q3 2022
Reduced 90.44%
|
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
523
shares
|
$235,695
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
First Bank & Trust
|
Jul 09, 2025 Q2 2025 |
522
shares
|
$235,244
0.04% of portfolio
|
Q2 2025
Reduced 16.48%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
522
shares
|
$235,244
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
521
shares
|
$234,793
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jul 29, 2025 Q2 2025 |
520
shares
|
$234,343
0.02% of portfolio
|
Q4 2024
Reduced 43.48%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
520
shares
|
$234,343
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jul 15, 2025 Q2 2025 |
520
shares
|
$234,343
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
520
shares
|
$234,343
0.15% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
North Dallas Bank & Trust CO
Dallas, TX |
Aug 20, 2025 Q2 2025 |
519
shares
|
$233,892
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
518
shares
|
$233,441
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
516
shares
|
$232,540
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
516
shares
|
$232,540
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
516
shares
|
$232,540
0.02% of portfolio
|
Q2 2025
Added 670.15%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
516
shares
|
$232,540
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
512
shares
|
$230,737
0.0% of portfolio
|
Q2 2025
Added 55.62%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
506
shares
|
$228,033
0.15% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
504
shares
|
$227,132
0.17% of portfolio
|
Q4 2024
Reduced 45.22%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
500
shares
|
$225,330
0.04% of portfolio
|
Q4 2023
Reduced 50.2%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
500
shares
|
$225,330
0.04% of portfolio
|
Q2 2025
Reduced 79.88%
|