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 |
|---|---|---|---|---|---|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
269
shares
|
$121,227
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
268
shares
|
$120,776
0.04% of portfolio
|
Q1 2025
Added 16.02%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
267
shares
|
$120,326
0.03% of portfolio
|
Q2 2025
Added 926.92%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
265
shares
|
$119,424
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
258
shares
|
$116,270
0.07% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Aug 19, 2025 Q2 2025 |
257
shares
|
$115,819
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Alphadyne Asset Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
256
shares
|
$115,368
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
253
shares
|
$114,016
0.08% of portfolio
|
Q2 2025
Added 155.56%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
251
shares
|
$113,115
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
251
shares
|
$113,115
0.07% of portfolio
|
Q4 2023
Reduced 58.24%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
250
shares
|
$112,665
0.02% of portfolio
|
Q3 2021
Reduced 4.58%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
250
shares
|
$112,665
0.04% of portfolio
|
Q3 2023
Reduced 61.54%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
250
shares
|
$112,665
0.06% of portfolio
|
Q1 2024
Added 25.0%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
249
shares
|
$112,214
0.07% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
247
shares
|
$111,313
0.03% of portfolio
|
Q2 2025
Added 69.18%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
246
shares
|
$110,862
0.04% of portfolio
|
Q4 2024
Added 17.48%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
237
shares
|
$106,806
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
235
shares
|
$105,905
0.08% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Volterra Technologies LP
New York, NY |
Aug 14, 2025 Q2 2025 |
235
shares
|
$105,905
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
234
shares
|
$105,454
0.06% of portfolio
|
Q1 2025
Added 22.51%
|
|
|
Mizuho Securities Co. Ltd.
|
Apr 21, 2025 Q1 2025 |
230
shares
|
$103,651
1.01% of portfolio
|
Q1 2025
Reduced 37.84%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
228
shares
|
$102,750
0.04% of portfolio
|
Q3 2023
Added 20.0%
|
|
|
Horrell Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
226
shares
|
$101,849
0.04% of portfolio
|
Q3 2017
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
225
shares
|
$101,398
0.02% of portfolio
|
Q2 2025
Reduced 47.55%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
224
shares
|
$100,947
0.02% of portfolio
|
Q3 2024
Added 0.45%
|