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 |
|---|---|---|---|---|---|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
11,353
shares
|
$5.12 Million
1.64% of portfolio
|
Q2 2025
Added 10.8%
|
|
|
Jackson Square Capital, LLC
|
Jul 09, 2025 Q2 2025 |
11,297
shares
|
$5.09 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Bnc Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,280
shares
|
$5.08 Million
1.39% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
11,260
shares
|
$5.07 Million
1.17% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
11,250
shares
|
$5.07 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
11,246
shares
|
$5.07 Million
0.02% of portfolio
|
Q2 2025
Added 116.27%
|
|
|
Nikko Asset Management Americas, Inc.
|
Aug 11, 2025 Q2 2025 |
11,160
shares
|
$5.03 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
11,159
shares
|
$5.03 Million
0.08% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
11,149
shares
|
$5.02 Million
0.2% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
11,109
shares
|
$5.01 Million
0.23% of portfolio
|
Q2 2025
Reduced 20.46%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
11,099
shares
|
$5 Million
0.05% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
11,090
shares
|
$5 Million
0.92% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
11,077
shares
|
$4.99 Million
0.49% of portfolio
|
Q2 2024
Added 1047.88%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
11,070
shares
|
$4.99 Million
0.13% of portfolio
|
Q2 2025
Added 20.43%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
11,061
shares
|
$4.98 Million
0.41% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
11,027
shares
|
$4.97 Million
0.23% of portfolio
|
Q2 2025
Reduced 45.36%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
11,025
shares
|
$4.97 Million
0.31% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 05, 2025 Q2 2025 |
11,023
shares
|
$4.97 Million
2.53% of portfolio
|
Q2 2025
Added 24.16%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 23, 2025 Q2 2025 |
11,014
shares
|
$4.96 Million
0.15% of portfolio
|
Q2 2025
Added 34.4%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Jul 03, 2025 Q2 2025 |
11,009
shares
|
$4.96 Million
1.8% of portfolio
|
Q3 2023
Added 0.99%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
10,942
shares
|
$4.93 Million
0.33% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
10,928
shares
|
$4.92 Million
0.17% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
10,871
shares
|
$4.9 Million
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
10,822
shares
|
$4.88 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
10,806
shares
|
$4.87 Million
0.66% of portfolio
|
Q1 2025
Added 0.32%
|