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 |
|---|---|---|---|---|---|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
135
shares
|
$60,839
0.04% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
135
shares
|
$60,839
0.01% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
134
shares
|
$60,388
0.04% of portfolio
|
Q2 2025
Added 11.67%
|
|
|
Goal Vest Advisory LLC
|
Aug 01, 2025 Q2 2025 |
133
shares
|
$59,937
0.01% of portfolio
|
Q2 2025
Reduced 46.8%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
130
shares
|
$58,585
0.02% of portfolio
|
Q2 2022
Reduced 51.13%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
127
shares
|
$57,233
0.02% of portfolio
|
Q1 2022
Reduced 45.96%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
126
shares
|
$56,783
0.01% of portfolio
|
Q2 2025
Added 530.0%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
124
shares
|
$55,881
0.01% of portfolio
|
Q2 2025
Added 47.62%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
123
shares
|
$55,431
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
121
shares
|
$54,529
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
121
shares
|
$54,529
0.06% of portfolio
|
Q2 2025
Added 6.14%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
117
shares
|
$52,727
0.02% of portfolio
|
Q1 2025
Reduced 30.36%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
117
shares
|
$52,727
0.02% of portfolio
|
Q2 2025
Reduced 73.17%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
116
shares
|
$52,276
0.05% of portfolio
|
Q3 2023
Added 0.87%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
115
shares
|
$51,825
0.03% of portfolio
|
Q2 2025
Added 109.09%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
115
shares
|
$51,825
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
111
shares
|
$50,023
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2025 Q2 2025 |
110
shares
|
$49,572
0.01% of portfolio
|
Q2 2025
Reduced 45.0%
|
|
|
Gilfoyle & CO LLC
New York, NY |
Jan 23, 2024 Q4 2023 |
107
shares
|
$48,220
15.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
106
shares
|
$47,769
0.02% of portfolio
|
Q1 2024
Reduced 15.2%
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
103
shares
|
$46,417
0.01% of portfolio
|
Q4 2023
Reduced 25.9%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Aug 14, 2025 Q2 2025 |
103
shares
|
$46,417
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
103
shares
|
$46,417
0.02% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
101
shares
|
$45,516
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
100
shares
|
$45,066
0.0% of portfolio
|
Q4 2024
Added 334.78%
|