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 |
|---|---|---|---|---|---|
|
Von Berge Wealth Management Group, LLC
|
Jul 24, 2025 Q2 2025 |
500
shares
|
$225,330
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
500
shares
|
$225,330
0.2% of portfolio
|
Q2 2025
Reduced 5.3%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
491
shares
|
$221,274
0.05% of portfolio
|
Q2 2025
Reduced 21.44%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
490
shares
|
$220,823
0.3% of portfolio
|
Q3 2023
Added 0.41%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
487
shares
|
$219,471
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
486
shares
|
$219,020
0.06% of portfolio
|
Q2 2025
Added 26.56%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
484
shares
|
$218,119
0.15% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
477
shares
|
$214,964
0.01% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
469
shares
|
$211,359
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
467
shares
|
$210,458
0.13% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
463
shares
|
$208,655
0.16% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
462
shares
|
$208,204
0.03% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
460
shares
|
$207,303
0.03% of portfolio
|
Q2 2025
Reduced 13.21%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
457
shares
|
$205,951
0.08% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
452
shares
|
$203,698
0.06% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
450
shares
|
$202,797
0.01% of portfolio
|
Q2 2023
Reduced 27.18%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
450
shares
|
$202,797
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
448
shares
|
$201,895
0.1% of portfolio
|
Q2 2018
Reduced 32.43%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
446
shares
|
$200,994
0.07% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
445
shares
|
$200,543
0.04% of portfolio
|
Q4 2023
Added 12.66%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
442
shares
|
$199,191
0.02% of portfolio
|
Q1 2025
Reduced 22.32%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
442
shares
|
$199,191
0.1% of portfolio
|
Q2 2025
Added 8.87%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
435
shares
|
$196,037
0.08% of portfolio
|
Q3 2023
Reduced 14.03%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Jul 01, 2025 Q2 2025 |
431
shares
|
$194,234
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
424
shares
|
$191,079
0.13% of portfolio
|
Q2 2025
Added 0.24%
|