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 |
|---|---|---|---|---|---|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
6,323
shares
|
$2.85 Million
0.16% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
6,315
shares
|
$2.85 Million
0.49% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
6,300
shares
|
$2.84 Million
0.42% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,275
shares
|
$2.83 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
6,272
shares
|
$2.83 Million
0.64% of portfolio
|
Q2 2025
Reduced 18.87%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
6,262
shares
|
$2.82 Million
1.37% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
6,232
shares
|
$2.81 Million
0.31% of portfolio
|
Q2 2025
Added 2.38%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
6,230
shares
|
$2.81 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
6,229
shares
|
$2.81 Million
0.14% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
6,212
shares
|
$2.8 Million
0.71% of portfolio
|
Q2 2025
Added 27.11%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
6,190
shares
|
$2.79 Million
0.01% of portfolio
|
Q4 2022
Reduced 4.11%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
6,176
shares
|
$2.78 Million
0.48% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Bahl & Gaynor Inc
|
Aug 12, 2025 Q2 2025 |
6,167
shares
|
$2.78 Million
0.01% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Thompson Siegel & Walmsley LLC
|
Aug 06, 2025 Q2 2025 |
6,156
shares
|
$2.77 Million
0.04% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
6,151
shares
|
$2.77 Million
0.63% of portfolio
|
Q2 2025
Reduced 10.45%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
6,126
shares
|
$2.76 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
6,124
shares
|
$2.76 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jul 24, 2025 Q2 2025 |
6,113
shares
|
$2.75 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
6,109
shares
|
$2.75 Million
0.23% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
6,107
shares
|
$2.75 Million
0.76% of portfolio
|
Q2 2025
Added 139.96%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
6,101
shares
|
$2.75 Million
0.34% of portfolio
|
Q4 2022
Reduced 1.31%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 01, 2025 Q2 2025 |
6,096
shares
|
$2.75 Million
0.58% of portfolio
|
Q2 2025
Reduced 8.48%
|
|
|
Oak Asset Management, LLC
|
Jul 11, 2025 Q2 2025 |
6,095
shares
|
$2.75 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
6,084
shares
|
$2.74 Million
0.52% of portfolio
|
Q2 2025
Added 20.67%
|
|
|
Victrix Investment Advisors
Stuart, FL |
Jul 18, 2025 Q2 2025 |
6,078
shares
|
$2.74 Million
1.04% of portfolio
|
Q2 2025
Added 4.85%
|