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 |
|---|---|---|---|---|---|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
342
shares
|
$154,125
0.05% of portfolio
|
Q1 2025
Reduced 39.47%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
339
shares
|
$152,773
0.01% of portfolio
|
Q1 2025
Added 41.84%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
333
shares
|
$150,069
0.03% of portfolio
|
Q2 2025
Reduced 22.2%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
332
shares
|
$149,619
0.09% of portfolio
|
Q2 2025
Reduced 41.65%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
329
shares
|
$148,267
0.03% of portfolio
|
Q3 2024
Reduced 35.24%
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
321
shares
|
$144,661
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
320
shares
|
$144,211
0.0% of portfolio
|
Q3 2023
Reduced 1.84%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
314
shares
|
$141,507
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
311
shares
|
$140,155
0.04% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Graney & King, LLC
Latham, NY |
Aug 14, 2025 Q2 2025 |
311
shares
|
$140,155
0.08% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
310
shares
|
$139,704
0.04% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
304
shares
|
$137,000
0.04% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
304
shares
|
$137,000
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
303
shares
|
$136,549
0.0% of portfolio
|
Q2 2025
Reduced 10.09%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
302
shares
|
$136,099
0.02% of portfolio
|
Q2 2024
Reduced 9.58%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
298
shares
|
$134,296
0.01% of portfolio
|
Q2 2025
Reduced 60.27%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
298
shares
|
$134,296
0.03% of portfolio
|
Q4 2024
Added 81.71%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
292
shares
|
$131,592
0.0% of portfolio
|
Q1 2025
Added 48.98%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
291
shares
|
$131,142
0.03% of portfolio
|
Q2 2025
Added 6.2%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
290
shares
|
$130,691
0.01% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2025 Q2 2025 |
285
shares
|
$128,438
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
283
shares
|
$127,536
0.05% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
279
shares
|
$125,734
0.02% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
278
shares
|
$125,283
0.07% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
273
shares
|
$123,030
0.04% of portfolio
|
Q4 2024
Added 10.08%
|