Institutional Ownership Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT). We have compiled data on the 3,305 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $137 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
6,272
shares
|
$2.62 Million
0.64% of portfolio
|
Q2 2025
Reduced 18.87%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
6,271
shares
|
$2.62 Million
1.06% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
6,267
shares
|
$2.62 Million
0.27% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Apr 30, 2025 Q1 2025 |
6,262
shares
|
$2.62 Million
1.44% of portfolio
|
Q1 2025
Added 5.51%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
6,242
shares
|
$2.61 Million
0.14% of portfolio
|
Q1 2025
Added 60.75%
|
|
|
Resources Management Corp
West Hartford, CT |
May 16, 2025 Q1 2025 |
6,230
shares
|
$2.6 Million
0.29% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,229
shares
|
$2.6 Million
0.14% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
6,217
shares
|
$2.6 Million
1.16% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
6,210
shares
|
$2.6 Million
0.1% of portfolio
|
Q1 2025
Added 18.06%
|
|
|
Eads & Heald Wealth Management
|
Apr 25, 2025 Q1 2025 |
6,208
shares
|
$2.6 Million
1.04% of portfolio
|
Q1 2025
Reduced 3.63%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
6,205
shares
|
$2.59 Million
0.4% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Apr 22, 2025 Q1 2025 |
6,201
shares
|
$2.59 Million
0.54% of portfolio
|
Q1 2025
Reduced 29.78%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,190
shares
|
$2.59 Million
0.01% of portfolio
|
Q4 2022
Reduced 4.11%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
6,164
shares
|
$2.58 Million
1.02% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
6,152
shares
|
$2.57 Million
0.49% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
6,151
shares
|
$2.57 Million
0.63% of portfolio
|
Q2 2025
Reduced 10.45%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
6,147
shares
|
$2.57 Million
1.39% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
6,139
shares
|
$2.57 Million
0.97% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Flc Capital Advisors
|
May 05, 2025 Q1 2025 |
6,136
shares
|
$2.57 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
6,130
shares
|
$2.56 Million
0.19% of portfolio
|
Q1 2025
Added 8.5%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
6,128
shares
|
$2.56 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
6,121
shares
|
$2.56 Million
0.11% of portfolio
|
Q1 2025
Reduced 56.87%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
6,120
shares
|
$2.56 Million
1.38% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
6,107
shares
|
$2.55 Million
0.76% of portfolio
|
Q2 2025
Added 139.96%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
6,106
shares
|
$2.55 Million
0.27% of portfolio
|
Q1 2025
Added 2.09%
|