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 |
|---|---|---|---|---|---|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
180
shares
|
$81,118
0.04% of portfolio
|
Q1 2025
Reduced 20.7%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
180
shares
|
$81,118
0.03% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
178
shares
|
$80,217
0.05% of portfolio
|
Q3 2022
Added 0.56%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
175
shares
|
$78,865
0.01% of portfolio
|
Q2 2025
Reduced 68.18%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
168
shares
|
$75,710
0.04% of portfolio
|
Q2 2024
Added 0.6%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
168
shares
|
$75,710
0.02% of portfolio
|
Q2 2025
Reduced 79.36%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
166
shares
|
$74,809
0.02% of portfolio
|
Q2 2025
Added 31.75%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
162
shares
|
$73,006
0.01% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
159
shares
|
$71,654
0.05% of portfolio
|
Q4 2024
Reduced 38.61%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
159
shares
|
$71,654
0.02% of portfolio
|
Q2 2025
Reduced 32.05%
|
|
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
Jul 10, 2025 Q2 2025 |
157
shares
|
$70,753
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Aug 06, 2025 Q2 2025 |
152
shares
|
$68,500
0.03% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
152
shares
|
$68,500
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
151
shares
|
$68,049
0.02% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
150
shares
|
$67,599
0.01% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
149
shares
|
$67,148
0.05% of portfolio
|
Q1 2025
Reduced 17.68%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
148
shares
|
$66,697
0.0% of portfolio
|
Q2 2024
Reduced 22.11%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
147
shares
|
$66,247
0.01% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
145
shares
|
$65,345
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
140
shares
|
$63,092
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
140
shares
|
$63,092
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
137
shares
|
$61,740
0.01% of portfolio
|
Q2 2025
Added 10.48%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
136
shares
|
$61,289
0.01% of portfolio
|
Q2 2023
Reduced 42.37%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
136
shares
|
$61,289
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Aug 05, 2025 Q2 2025 |
135
shares
|
$60,839
0.0% of portfolio
|
Q2 2025
Reduced 99.13%
|