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 |
|---|---|---|---|---|---|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
5,828
shares
|
$2.63 Million
1.05% of portfolio
|
Q2 2025
Reduced 30.54%
|
|
|
Crown Oak Advisors, LLC
Piedmont, CA |
Jul 16, 2025 Q2 2025 |
5,821
shares
|
$2.62 Million
1.07% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
5,815
shares
|
$2.62 Million
0.15% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Investment House LLC
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
5,808
shares
|
$2.62 Million
0.12% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,801
shares
|
$2.61 Million
0.12% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
5,798
shares
|
$2.61 Million
0.09% of portfolio
|
Q2 2025
Added 17.77%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
5,784
shares
|
$2.61 Million
0.55% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Aug 14, 2025 Q2 2025 |
5,773
shares
|
$2.6 Million
0.7% of portfolio
|
Q2 2025
Added 2.39%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
5,759
shares
|
$2.6 Million
1.12% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
5,756
shares
|
$2.59 Million
0.81% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
5,753
shares
|
$2.59 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
5,716
shares
|
$2.58 Million
0.2% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
5,708
shares
|
$2.57 Million
1.15% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
5,708
shares
|
$2.57 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
5,687
shares
|
$2.56 Million
0.21% of portfolio
|
Q2 2023
Reduced 5.31%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 29, 2025 Q2 2025 |
5,677
shares
|
$2.56 Million
0.15% of portfolio
|
Q2 2025
Added 8.65%
|
|
|
First National Bank Sioux Falls
|
Jul 01, 2025 Q2 2025 |
5,653
shares
|
$2.55 Million
0.82% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
5,623
shares
|
$2.53 Million
0.57% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
5,616
shares
|
$2.53 Million
0.12% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
5,608
shares
|
$2.53 Million
0.09% of portfolio
|
Q3 2022
Added 3.6%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
5,608
shares
|
$2.53 Million
1.31% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2025 Q2 2025 |
5,603
shares
|
$2.53 Million
1.06% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Wd Rutherford LLC
|
Jul 16, 2025 Q2 2025 |
5,602
shares
|
$2.52 Million
1.03% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
5,598
shares
|
$2.52 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
5,595
shares
|
$2.52 Million
0.23% of portfolio
|
Q1 2023
Added 0.25%
|