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 |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
10,292
shares
|
$4.64 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
10,290
shares
|
$4.64 Million
0.35% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Jul 29, 2025 Q2 2025 |
10,283
shares
|
$4.63 Million
0.82% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
10,245
shares
|
$4.62 Million
0.4% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
10,222
shares
|
$4.61 Million
0.25% of portfolio
|
Q2 2022
Added 3.6%
|
|
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
Aug 12, 2025 Q2 2025 |
10,220
shares
|
$4.61 Million
1.47% of portfolio
|
Q2 2025
New holding
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
10,200
shares
|
$4.6 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
10,182
shares
|
$4.59 Million
0.28% of portfolio
|
Q2 2025
Reduced 25.84%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
10,178
shares
|
$4.59 Million
0.63% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
10,173
shares
|
$4.58 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
10,126
shares
|
$4.56 Million
0.14% of portfolio
|
Q2 2022
Added 11.63%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
10,124
shares
|
$4.56 Million
1.22% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Kinloch Capital, LLC
Glen Allen, VA |
Aug 14, 2025 Q2 2025 |
10,112
shares
|
$4.56 Million
1.86% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Mattern Wealth Management LLC
|
Jul 17, 2025 Q2 2025 |
10,083
shares
|
$4.54 Million
0.89% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
10,060
shares
|
$4.53 Million
0.22% of portfolio
|
Q2 2025
Added 28.89%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
10,041
shares
|
$4.53 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2025 Q2 2025 |
10,041
shares
|
$4.53 Million
2.14% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Aug 04, 2025 Q2 2025 |
10,023
shares
|
$4.52 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Scopus Asset Management, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$4.51 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
9,997
shares
|
$4.51 Million
0.1% of portfolio
|
Q2 2025
Added 25.09%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
9,966
shares
|
$4.49 Million
0.45% of portfolio
|
Q2 2025
Added 157.39%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
9,961
shares
|
$4.49 Million
0.93% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
First Dallas Securities Inc.
|
Aug 07, 2025 Q2 2025 |
9,939
shares
|
$4.48 Million
1.57% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
9,912
shares
|
$4.47 Million
0.27% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
9,880
shares
|
$4.45 Million
1.44% of portfolio
|
Q1 2025
Added 888.0%
|