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 |
|---|---|---|---|---|---|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
22
shares
|
$9,914
0.01% of portfolio
|
Q2 2025
Added 46.67%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Aug 01, 2025 Q2 2025 |
21
shares
|
$9,463
0.01% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
20
shares
|
$9,013
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
20
shares
|
$9,013
0.0% of portfolio
|
Q2 2025
Added 81.82%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
20
shares
|
$9,013
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
20
shares
|
$9,013
0.0% of portfolio
|
Q2 2025
Added 33.33%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Aug 12, 2025 Q2 2025 |
19
shares
|
$8,562
0.0% of portfolio
|
Q2 2025
Reduced 99.15%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
17
shares
|
$7,661
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
17
shares
|
$7,661
0.0% of portfolio
|
Q4 2023
Added 54.55%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
17
shares
|
$7,661
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
15
shares
|
$6,759
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
14
shares
|
$6,309
0.0% of portfolio
|
Q2 2025
Added 16.67%
|
|
|
Holos Integrated Wealth LLC
Kennett Square, PA |
Aug 13, 2025 Q2 2025 |
13
shares
|
$5,858
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Jul 23, 2025 Q2 2025 |
11
shares
|
$4,957
0.21% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
11
shares
|
$4,957
0.0% of portfolio
|
Q2 2025
Added 266.67%
|
|
|
S&T Bank
Indiana, PA |
Aug 06, 2025 Q2 2025 |
10
shares
|
$4,506
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
8
shares
|
$3,605
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
8
shares
|
$3,605
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
6
shares
|
$2,703
0.0% of portfolio
|
Q1 2025
Reduced 99.43%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
6
shares
|
$2,703
0.0% of portfolio
|
Q2 2025
Added 500.0%
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
6
shares
|
$2,703
0.0% of portfolio
|
Q1 2025
Added 183.33%
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
5
shares
|
$2,253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
4
shares
|
$1,802
0.0% of portfolio
|
Q2 2023
Reduced 80.0%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
4
shares
|
$1,802
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
4
shares
|
$1,802
0.0% of portfolio
|
Q4 2023
New holding
|