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 |
|---|---|---|---|---|---|
|
Nordwand Advisors, LLC
Radnor, PA |
Aug 11, 2025 Q2 2025 |
10,800
shares
|
$4.87 Million
0.66% of portfolio
|
Q2 2025
Added 2471.43%
|
|
|
Dmkc Advisory Services, LLC
Des Moines, IA |
Jul 18, 2025 Q2 2025 |
10,774
shares
|
$4.86 Million
2.36% of portfolio
|
Q2 2025
Added 58.12%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
10,762
shares
|
$4.85 Million
1.34% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
10,730
shares
|
$4.84 Million
0.15% of portfolio
|
Q2 2025
Reduced 28.06%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
10,714
shares
|
$4.83 Million
0.26% of portfolio
|
Q2 2025
Reduced 5.28%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
10,692
shares
|
$4.82 Million
0.15% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Stokes Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
10,684
shares
|
$4.81 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Aug 12, 2025 Q2 2025 |
10,610
shares
|
$4.78 Million
1.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
10,582
shares
|
$4.77 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
10,570
shares
|
$4.76 Million
0.16% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
10,500
shares
|
$4.73 Million
0.31% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
10,481
shares
|
$4.72 Million
0.78% of portfolio
|
Q2 2025
Added 17.05%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
10,479
shares
|
$4.72 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
10,472
shares
|
$4.72 Million
0.91% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Blb&B Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
10,449
shares
|
$4.71 Million
0.19% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
10,423
shares
|
$4.7 Million
0.35% of portfolio
|
Q2 2025
Added 23.2%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
10,406
shares
|
$4.69 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
10,389
shares
|
$4.68 Million
0.13% of portfolio
|
Q2 2022
Added 16.36%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
10,353
shares
|
$4.67 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
10,344
shares
|
$4.66 Million
0.09% of portfolio
|
Q2 2025
Added 13.81%
|
|
|
Gam Holding Ag
|
Aug 04, 2025 Q2 2025 |
10,334
shares
|
$4.66 Million
0.3% of portfolio
|
Q2 2025
Reduced 30.33%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
10,329
shares
|
$4.65 Million
0.09% of portfolio
|
Q2 2025
Added 34.47%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
10,318
shares
|
$4.65 Million
0.08% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
10,307
shares
|
$4.64 Million
0.23% of portfolio
|
Q2 2025
Added 13.76%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
10,298
shares
|
$4.64 Million
0.51% of portfolio
|
Q2 2025
Added 1.71%
|