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 |
|---|---|---|---|---|---|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
222
shares
|
$100,046
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Moser Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
220
shares
|
$99,145
0.04% of portfolio
|
Q2 2021
Added 1000.0%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
220
shares
|
$99,145
0.01% of portfolio
|
Q2 2025
Reduced 41.18%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
218
shares
|
$98,243
0.03% of portfolio
|
Q4 2024
Reduced 13.15%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
217
shares
|
$97,793
0.02% of portfolio
|
Q3 2021
Added 60.74%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
217
shares
|
$97,793
0.06% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 11, 2025 Q2 2025 |
215
shares
|
$96,891
0.06% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
215
shares
|
$96,891
0.03% of portfolio
|
Q4 2024
Reduced 36.76%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
211
shares
|
$95,089
0.03% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
206
shares
|
$92,835
0.01% of portfolio
|
Q1 2023
Reduced 32.68%
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
200
shares
|
$90,132
0.04% of portfolio
|
Q2 2023
Added 11.11%
|
|
|
Lynwood Capital Management Inc.
|
May 10, 2024 Q1 2024 |
200
shares
|
$90,132
0.65% of portfolio
|
Q1 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
200
shares
|
$90,132
0.01% of portfolio
|
Q3 2022
Reduced 27.01%
|
|
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
Jul 03, 2024 Q2 2024 |
200
shares
|
$90,132
2.86% of portfolio
|
Q1 2024
New holding
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Aug 12, 2025 Q2 2025 |
200
shares
|
$90,132
0.06% of portfolio
|
Q2 2025
Reduced 96.66%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
199
shares
|
$89,681
0.01% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
193
shares
|
$86,977
0.01% of portfolio
|
Q4 2024
Reduced 68.1%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
192
shares
|
$86,526
0.02% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
189
shares
|
$85,174
0.03% of portfolio
|
Q1 2023
Added 10.53%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jul 18, 2025 Q2 2025 |
189
shares
|
$85,174
0.02% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
189
shares
|
$85,174
0.07% of portfolio
|
Q1 2025
Added 15.24%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
187
shares
|
$84,273
0.06% of portfolio
|
Q2 2025
Reduced 31.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
187
shares
|
$84,273
0.06% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
184
shares
|
$82,921
0.02% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
183
shares
|
$82,470
0.05% of portfolio
|
Q2 2024
Added 0.55%
|