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 |
|---|---|---|---|---|---|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
41
shares
|
$18,477
0.01% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
39
shares
|
$17,575
0.0% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Aug 06, 2025 Q2 2025 |
39
shares
|
$17,575
0.01% of portfolio
|
Q2 2025
Reduced 40.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
38
shares
|
$17,125
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
38
shares
|
$17,125
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
37
shares
|
$16,674
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Aug 08, 2025 Q2 2025 |
37
shares
|
$16,674
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
37
shares
|
$16,674
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
36
shares
|
$16,223
0.01% of portfolio
|
Q1 2025
Reduced 58.14%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
35
shares
|
$15,773
0.0% of portfolio
|
Q2 2024
Added 250.0%
|
|
|
Your Advocates Ltd., LLP
Houston, TX |
Aug 08, 2025 Q2 2025 |
35
shares
|
$15,773
0.01% of portfolio
|
Q4 2024
Reduced 82.5%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
35
shares
|
$15,773
0.0% of portfolio
|
Q2 2025
Added 34.62%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
34
shares
|
$15,322
0.0% of portfolio
|
Q2 2025
Added 70.0%
|
|
|
Prudent Man Investment Management, Inc.
Louisville, CO |
Aug 06, 2025 Q2 2025 |
33
shares
|
$14,871
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
32
shares
|
$14,421
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
31
shares
|
$13,970
0.0% of portfolio
|
Q2 2025
Added 93.75%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
31
shares
|
$13,970
0.01% of portfolio
|
Q2 2025
Added 121.43%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
30
shares
|
$13,519
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
28
shares
|
$12,618
0.01% of portfolio
|
Q1 2025
Added 154.55%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
26
shares
|
$11,717
0.01% of portfolio
|
Q2 2025
Reduced 99.74%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
25
shares
|
$11,266
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
25
shares
|
$11,266
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
25
shares
|
$11,266
0.0% of portfolio
|
Q2 2025
Added 733.33%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
24
shares
|
$10,815
0.0% of portfolio
|
Q2 2025
Reduced 64.71%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
24
shares
|
$10,815
0.01% of portfolio
|
Q2 2025
Added 50.0%
|