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 |
|---|---|---|---|---|---|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
421
shares
|
$189,727
0.05% of portfolio
|
Q2 2025
Added 3.95%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
421
shares
|
$189,727
0.01% of portfolio
|
Q2 2025
Reduced 19.19%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
416
shares
|
$187,474
0.01% of portfolio
|
Q2 2025
Added 77.02%
|
|
|
Ulland Investment Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
415
shares
|
$187,023
0.12% of portfolio
|
Q2 2025
Reduced 19.42%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
411
shares
|
$185,221
0.1% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
410
shares
|
$184,770
0.09% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
400
shares
|
$180,264
0.0% of portfolio
|
Q2 2025
Added 41.34%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
400
shares
|
$180,264
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
400
shares
|
$180,264
0.04% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Birchbrook, Inc.
Bangor, ME |
Aug 11, 2025 Q2 2025 |
400
shares
|
$180,264
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
394
shares
|
$177,560
0.03% of portfolio
|
Q3 2023
Added 196.24%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 14, 2025 Q2 2025 |
393
shares
|
$177,109
0.02% of portfolio
|
Q2 2025
Reduced 65.62%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
384
shares
|
$173,053
0.03% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
375
shares
|
$168,997
0.06% of portfolio
|
Q2 2025
Reduced 67.2%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
369
shares
|
$166,293
0.04% of portfolio
|
Q2 2025
Reduced 13.58%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
368
shares
|
$165,842
0.02% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Gitterman Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
354
shares
|
$159,533
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
354
shares
|
$159,533
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
353
shares
|
$159,082
0.07% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
351
shares
|
$158,181
0.05% of portfolio
|
Q2 2025
Reduced 46.08%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
350
shares
|
$157,731
0.02% of portfolio
|
Q1 2024
Added 40.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
350
shares
|
$157,731
0.04% of portfolio
|
Q4 2024
Reduced 28.43%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
348
shares
|
$156,829
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
347
shares
|
$156,379
0.1% of portfolio
|
Q2 2025
Added 6.44%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
345
shares
|
$155,477
0.05% of portfolio
|
Q2 2025
Reduced 1.99%
|