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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
6,059
shares
|
$2.73 Million
0.24% of portfolio
|
Q2 2025
Reduced 21.94%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
6,058
shares
|
$2.73 Million
1.35% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
6,040
shares
|
$2.72 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
6,040
shares
|
$2.72 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
6,036
shares
|
$2.72 Million
0.57% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Eads & Heald Wealth Management
|
Jul 22, 2025 Q2 2025 |
6,033
shares
|
$2.72 Million
1.16% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
6,031
shares
|
$2.72 Million
1.63% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
6,026
shares
|
$2.72 Million
0.18% of portfolio
|
Q2 2025
Added 20.66%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
6,021
shares
|
$2.71 Million
0.04% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Weatherly Asset Management L. P.
|
Jul 11, 2025 Q2 2025 |
6,015
shares
|
$2.71 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
6,009
shares
|
$2.71 Million
0.26% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
5,993
shares
|
$2.7 Million
0.84% of portfolio
|
Q2 2025
Reduced 5.73%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
5,992
shares
|
$2.7 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Cfc Planning CO LLC
Cicero, IN |
Aug 12, 2025 Q2 2025 |
5,982
shares
|
$2.7 Million
2.19% of portfolio
|
Q2 2025
Added 15.08%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
5,978
shares
|
$2.69 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
5,959
shares
|
$2.69 Million
0.06% of portfolio
|
Q2 2025
Reduced 62.6%
|
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
5,958
shares
|
$2.69 Million
2.24% of portfolio
|
Q1 2024
Reduced 36.95%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,957
shares
|
$2.68 Million
0.15% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
5,914
shares
|
$2.67 Million
0.96% of portfolio
|
Q2 2025
Reduced 12.85%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
5,894
shares
|
$2.66 Million
0.26% of portfolio
|
Q2 2025
Added 31.33%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
5,884
shares
|
$2.65 Million
0.52% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
5,882
shares
|
$2.65 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.67%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
5,877
shares
|
$2.65 Million
0.63% of portfolio
|
Q2 2025
Reduced 13.4%
|
|
|
Ocean Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
5,874
shares
|
$2.65 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
5,834
shares
|
$2.63 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.92%
|