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 |
|---|---|---|---|---|---|
|
Kiley Juergens Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
18,241
shares
|
$8.22 Million
1.7% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
18,043
shares
|
$8.13 Million
0.24% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
18,011
shares
|
$8.12 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
17,985
shares
|
$8.11 Million
0.28% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
17,982
shares
|
$8.1 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
17,975
shares
|
$8.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
17,926
shares
|
$8.08 Million
1.17% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
17,892
shares
|
$8.06 Million
1.87% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
17,876
shares
|
$8.06 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Empirical Finance, LLC
|
Aug 11, 2025 Q2 2025 |
17,807
shares
|
$8.02 Million
0.37% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Ccm Investment Group, LLC
Northfield, MN |
May 12, 2025 Q1 2025 |
17,751
shares
|
$8 Million
0.62% of portfolio
|
Q4 2024
Reduced 22.43%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
17,743
shares
|
$8 Million
2.06% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
17,713
shares
|
$7.98 Million
1.9% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
17,712
shares
|
$7.98 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
17,679
shares
|
$7.97 Million
0.51% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
17,641
shares
|
$7.95 Million
0.65% of portfolio
|
Q2 2025
Added 20.36%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
17,633
shares
|
$7.95 Million
0.29% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
17,595
shares
|
$7.93 Million
0.78% of portfolio
|
Q2 2024
Reduced 2.1%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
17,559
shares
|
$7.91 Million
0.06% of portfolio
|
Q2 2025
Added 219.31%
|
|
|
Advocate Group LLC
|
Jul 25, 2025 Q2 2025 |
17,518
shares
|
$7.89 Million
1.22% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
17,389
shares
|
$7.84 Million
0.22% of portfolio
|
Q2 2025
Added 14.95%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
17,363
shares
|
$7.82 Million
1.22% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
17,335
shares
|
$7.81 Million
0.21% of portfolio
|
Q2 2025
Added 279.32%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
17,320
shares
|
$7.81 Million
2.03% of portfolio
|
Q2 2022
Reduced 0.92%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
17,312
shares
|
$7.8 Million
1.46% of portfolio
|
Q1 2023
Added 0.18%
|